Geneos Wealth Management’s MGIC Investment MTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1K	Hold	42	–	–	﹤0.01%	2396
2025 Q4	$1.23K	Hold	42	–	–	﹤0.01%	2387
2025 Q3	$1.19K	Sell	42 -1,689	-98%	-$46K	﹤0.01%	2392
2025 Q2	$48.2K	Sell	1,731 -2,608	-60%	-$67.1K	﹤0.01%	1590
2025 Q1	$108K	Buy	4,339 +3,411	+368%	+$82.6K	﹤0.01%	1531
2024 Q4	$22K	Hold	928	–	–	﹤0.01%	1685
2024 Q3	$23.8K	Buy	928 +886	+2,110%	+$21.3K	﹤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	+$743	﹤0.01%	2040
2018 Q2	–	Sell	-180	Closed	-$2K	–	2304
2018 Q1	$2K	Hold	180	–	–	﹤0.01%	2046
2017 Q4	$2K	Hold	180	–	–	﹤0.01%	2035
2017 Q3	$2K	Hold	180	–	–	﹤0.01%	1987
2017 Q2	$2K	Sell	180 -187	-51%	-$2.01K	﹤0.01%	1942
2017 Q1	$3K	Buy	367 +180	+96%	+$1.9K	﹤0.01%	1816
2016 Q4	$1K	Hold	187	–	–	﹤0.01%	1971
2016 Q3	$1K	Buy	+187	New	+$1.39K	﹤0.01%	1899