GWM
MOFG

Geneos Wealth Management’s MidWestOne Financial Group MOFG Stock Holding History

Geneos Wealth Management’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-64
Closed -$1.84K – 2912
2025
Q2 		$1.84K Sell
64
-64
-50% -$1.81K ﹤0.01% 2831
2025
Q1 		$3.79K Buy
+128
New +$3.87K ﹤0.01% 2827

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 MOFG Position: Q3 2025 in Review

Geneos Wealth Management sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 64 shares — an estimated $1.84K sold.

Geneos Wealth Management first reported a position in MOFG in Q1 2025 and held it in 2 quarters. The position peaked at $3.79K in Q1 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • Geneos Wealth Management reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 64 MidWestOne Financial Group shares in Q3 2025, an estimated $1.84K.
  • Geneos Wealth Management first reported a position in MidWestOne Financial Group in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's MidWestOne Financial Group position peaked at $3.79K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

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