Geneos Wealth Management’s VanEck Morningstar Wide Moat Growth ETF MGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-150	Closed	-$4.68K	–	3228
2025 Q2	$4.68K	Sell	150 -150	-50%	-$4.34K	﹤0.01%	2602
2025 Q1	$8.48K	Buy	+300	New	+$9.04K	﹤0.01%	2616

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

Geneos Wealth Management sold out of VanEck Morningstar Wide Moat Growth ETF (MGRO) in Q3 2025, closing a stake of 150 shares — an estimated $4.68K sold.

Geneos Wealth Management first reported a position in MGRO in Q1 2025 and held it in 2 quarters. The position peaked at $8.48K in Q1 2025. 0 funds tracked by Wall St. Rank hold MGRO as of Q3 2025.

Geneos Wealth Management reported no remaining VanEck Morningstar Wide Moat Growth ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 150 VanEck Morningstar Wide Moat Growth ETF shares in Q3 2025, an estimated $4.68K.
Geneos Wealth Management first reported a position in VanEck Morningstar Wide Moat Growth ETF in Q1 2025 and held it in 2 quarters.
Geneos Wealth Management's VanEck Morningstar Wide Moat Growth ETF position peaked at $8.48K in Q1 2025.
0 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat Growth ETF as of Q3 2025.

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