Geneos Wealth Management’s MGIC Investment MTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18K	Hold	42	–	–	﹤0.01%	2399
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 -14	-0.8%	-$360	﹤0.01%	1590
2025 Q1	$43.2K	Buy	1,745 +817	+88%	+$19.8K	﹤0.01%	1565
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

Other funds holding MTG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Geneos Wealth Management's MTG Position: Q2 2026 in Review

Geneos Wealth Management held its MGIC Investment (MTG) position steady in Q2 2026 at 42 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Geneos Wealth Management first reported a position in MTG in Q3 2016 and has held it in 18 quarters since. The position peaked at $48.2K in Q2 2025. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

Geneos Wealth Management held 42 shares of MGIC Investment worth $1.18K as of Q2 2026.
Geneos Wealth Management left its MGIC Investment share count unchanged in Q2 2026.
MGIC Investment made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2399 holding.
Geneos Wealth Management first reported a position in MGIC Investment in Q3 2016 and has held it in 18 quarters since.
Geneos Wealth Management's MGIC Investment position peaked at $48.2K in Q2 2025.
510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.