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Geneos Wealth Management’s MGP Ingredients MGPI Stock Holding History

Geneos Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-52
Closed -$1.56K – 2900
2025
Q2 		$1.56K Sell
52
-1,541
-97% -$45.8K ﹤0.01% 2876
2025
Q1 		$46.8K Buy
1,593
+1,531
+2,469% +$51.2K ﹤0.01% 1958
2024
Q4 		$2.44K Sell
62
-59
-49% -$3.21K ﹤0.01% 2549
2024
Q3 		$10.1K Buy
+121
New +$10K ﹤0.01% 1842
2021
Q2 		– Sell
-23
Closed -$1K – 3010
2021
Q1 		$1K Buy
+23
New +$1.4K ﹤0.01% 3034

Other funds holding MGPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's MGPI Position: Q3 2025 in Review

Geneos Wealth Management sold out of MGP Ingredients (MGPI) in Q3 2025, closing a stake of 52 shares — an estimated $1.56K sold.

Geneos Wealth Management first reported a position in MGPI in Q1 2021 and held it in 5 quarters. The position peaked at $46.8K in Q1 2025. 177 funds tracked by Wall St. Rank hold MGPI as of Q3 2025.

  • Geneos Wealth Management reported no remaining MGP Ingredients position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 52 MGP Ingredients shares in Q3 2025, an estimated $1.56K.
  • Geneos Wealth Management first reported a position in MGP Ingredients in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's MGP Ingredients position peaked at $46.8K in Q1 2025.
  • 177 funds tracked by Wall St. Rank held MGP Ingredients as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.