Geneos Wealth Management’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Sell |
1,731
-2,608
| -60% | -$72.6K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $108K | Buy |
4,339
+3,411
| +368% | +$84.5K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $22K | Hold |
928
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q3 | $23.8K | Buy |
928
+886
| +2,110% | +$22.7K | ﹤0.01% | 1500 |
|
|
2024
Q2 | $905 | Hold |
42
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q1 | $939 | Hold |
42
| – | – | ﹤0.01% | 2032 |
|
|
2023
Q4 | $810 | Buy |
+42
| New | +$810 | ﹤0.01% | 2040 |
|
|
2018
Q2 | – | Sell |
-180
| Closed | -$2K | – | 2305 |
|
|
2018
Q1 | $2K | Hold |
180
| – | – | ﹤0.01% | 2046 |
|
|
2017
Q4 | $2K | Hold |
180
| – | – | ﹤0.01% | 2035 |
|
|
2017
Q3 | $2K | Hold |
180
| – | – | ﹤0.01% | 1988 |
|
|
2017
Q2 | $2K | Sell |
180
-187
| -51% | -$2.08K | ﹤0.01% | 1942 |
|
|
2017
Q1 | $3K | Buy |
367
+180
| +96% | +$1.47K | ﹤0.01% | 1816 |
|
|
2016
Q4 | $1K | Hold |
187
| – | – | ﹤0.01% | 1972 |
|
|
2016
Q3 | $1K | Buy |
+187
| New | +$1K | ﹤0.01% | 1899 |
|