Geneos Wealth Management’s MKS Inc. Common Stock MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$64.8K	Sell	652 -458	-41%	-$45.5K	﹤0.01%	1439
2025 Q1	$89K	Buy	1,110 +675	+155%	+$54.1K	﹤0.01%	1633
2024 Q4	$45.4K	Sell	435 -1	-0.2%	-$104	﹤0.01%	1355
2024 Q3	$47.4K	Buy	436 +94	+27%	+$10.2K	﹤0.01%	1213
2024 Q2	$44.7K	Sell	342 -43	-11%	-$5.62K	﹤0.01%	1104
2024 Q1	$51.2K	Buy	385 +1	+0.3%	+$133	﹤0.01%	1056
2023 Q4	$39.5K	Hold	384	–	–	﹤0.01%	1133
2023 Q3	$33.2K	Buy	384 +100	+35%	+$8.65K	﹤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%	+$3.8K	﹤0.01%	1549
2022 Q1	$36K	Sell	244 -4	-2%	-$590	﹤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%	-$10.7K	﹤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%	+$381	﹤0.01%	1189
2018 Q1	$44K	Sell	384 -67	-15%	-$7.68K	﹤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%	+$3.57K	﹤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	+$14K	﹤0.01%	1195