Geneos Wealth Management’s MKS Inc MKSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.8K | Hold |
430
| – | – | ﹤0.01% | 1179 |
|
|
2025
Q4 | $68.7K | Hold |
430
| – | – | ﹤0.01% | 1279 |
|
|
2025
Q3 | $53.2K | Sell |
430
-222
| -34% | -$23.7K | ﹤0.01% | 1367 |
|
|
2025
Q2 | $64.8K | Sell |
652
-458
| -41% | -$37.2K | ﹤0.01% | 1439 |
|
|
2025
Q1 | $89K | Buy |
1,110
+675
| +155% | +$68.2K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $45.4K | Sell |
435
-1
| -0.2% | -$108 | ﹤0.01% | 1355 |
|
|
2024
Q3 | $47.4K | Buy |
436
+94
| +27% | +$11.2K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $44.7K | Sell |
342
-43
| -11% | -$5.43K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $51.2K | Buy |
385
+1
| +0.3% | +$116 | ﹤0.01% | 1056 |
|
|
2023
Q4 | $39.5K | Hold |
384
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q3 | $33.2K | Buy |
384
+100
| +35% | +$9.75K | ﹤0.01% | 1196 |
|
|
2023
Q2 | $30.7K | Hold |
284
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q1 | $25.2K | Hold |
284
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q4 | $24.1K | Hold |
284
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q3 | $23K | Hold |
284
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q2 | $27K | Buy |
284
+40
| +16% | +$4.66K | ﹤0.01% | 1549 |
|
|
2022
Q1 | $36K | Sell |
244
-4
| -2% | -$621 | ﹤0.01% | 1519 |
|
|
2021
Q4 | $43K | Hold |
248
| – | – | ﹤0.01% | 1547 |
|
|
2021
Q3 | $37K | Hold |
248
| – | – | ﹤0.01% | 1634 |
|
|
2021
Q2 | $41K | Hold |
248
| – | – | ﹤0.01% | 1578 |
|
|
2021
Q1 | $44K | Hold |
248
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q4 | $45K | Hold |
248
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q3 | $26K | Hold |
248
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q2 | $26K | Hold |
248
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q1 | $19K | Hold |
248
| – | – | ﹤0.01% | 1534 |
|
|
2019
Q4 | $27K | Hold |
248
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q3 | $22K | Hold |
248
| – | – | ﹤0.01% | 1556 |
|
|
2019
Q2 | $19K | Sell |
248
-140
| -36% | -$11.8K | ﹤0.01% | 1655 |
|
|
2019
Q1 | $36K | Hold |
388
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q4 | $24K | Hold |
388
| – | – | ﹤0.01% | 1422 |
|
|
2018
Q3 | $31K | Hold |
388
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q2 | $37K | Buy |
388
+4
| +1% | +$436 | ﹤0.01% | 1189 |
|
|
2018
Q1 | $44K | Sell |
384
-67
| -15% | -$7.36K | ﹤0.01% | 1047 |
|
|
2017
Q4 | $42K | Hold |
451
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q3 | $42K | Hold |
451
| – | – | ﹤0.01% | 1035 |
|
|
2017
Q2 | $30K | Hold |
451
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q1 | $31K | Hold |
451
| – | – | ﹤0.01% | 1075 |
|
|
2016
Q4 | $26K | Buy |
451
+62
| +16% | +$3.35K | ﹤0.01% | 1080 |
|
|
2016
Q3 | $19K | Hold |
389
| – | – | ﹤0.01% | 1150 |
|
|
2016
Q2 | $16K | Hold |
389
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q1 | $14K | Buy |
+389
| New | +$13.3K | ﹤0.01% | 1195 |
|
Other funds holding MKSI
VPM
VCM
