Geneos Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Geneos Wealth Management’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$99.8K	Sell	1,128 -1,128	-50%	-$99.8K	﹤0.01%	1256
2025 Q1	$210K	Buy	2,256 +1,128	+100%	+$105K	﹤0.01%	1210
2024 Q4	$106K	Hold	1,128	–	–	﹤0.01%	1048
2024 Q3	$103K	Hold	1,128	–	–	﹤0.01%	956
2024 Q2	$84.3K	Hold	1,128	–	–	﹤0.01%	918
2024 Q1	$88.8K	Hold	1,128	–	–	﹤0.01%	885
2023 Q4	$81.6K	Hold	1,128	–	–	﹤0.01%	895
2023 Q3	$77.3K	Hold	1,128	–	–	﹤0.01%	949
2023 Q2	$89.2K	Hold	1,128	–	–	﹤0.01%	908
2023 Q1	$87.6K	Hold	1,128	–	–	0.01%	884
2022 Q4	$79.4K	Hold	1,128	–	–	﹤0.01%	893
2022 Q3	$74K	Sell	1,128 -891	-44%	-$58.5K	0.01%	893
2022 Q2	$160K	Hold	2,019	–	–	0.01%	834
2022 Q1	$161K	Hold	2,019	–	–	0.01%	888
2021 Q4	$166K	Hold	2,019	–	–	0.01%	951
2021 Q3	$149K	Hold	2,019	–	–	0.01%	989
2021 Q2	$150K	Sell	2,019 -941	-32%	-$69.9K	0.01%	982
2021 Q1	$221K	Hold	2,960	–	–	0.01%	925
2020 Q4	$144K	Buy	2,960 +941	+47%	+$45.8K	0.01%	974
2020 Q3	$126K	Hold	2,019	–	–	0.01%	851
2020 Q2	$125K	Hold	2,019	–	–	0.01%	818
2020 Q1	$125K	Hold	2,019	–	–	0.01%	765
2019 Q4	$159K	Hold	2,019	–	–	0.01%	786
2019 Q3	$159K	Hold	2,019	–	–	0.01%	731
2019 Q2	$147K	Sell	2,019 -298	-13%	-$21.7K	0.01%	778
2019 Q1	$157K	Hold	2,317	–	–	0.01%	726
2018 Q4	$138K	Hold	2,317	–	–	0.01%	730
2018 Q3	$147K	Hold	2,317	–	–	0.01%	751
2018 Q2	$146K	Hold	2,317	–	–	0.01%	660
2018 Q1	$129K	Hold	2,317	–	–	0.01%	660
2017 Q4	$146K	Buy	2,317 +298	+15%	+$18.8K	0.01%	628
2017 Q3	$130K	Hold	2,019	–	–	0.01%	632
2017 Q2	$129K	Hold	2,019	–	–	0.01%	619
2017 Q1	$131K	Hold	2,019	–	–	0.01%	587
2016 Q4	$131K	Hold	2,019	–	–	0.02%	548
2016 Q3	$114K	Hold	2,019	–	–	0.02%	569
2016 Q2	$113K	Hold	2,019	–	–	0.02%	562
2016 Q1	$104K	Buy	+2,019	New	+$104K	0.02%	570