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Genesis Wealth Advisors’s AGNC Investment AGNC Stock Holding History

Genesis Wealth Advisors’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Buy
37,279
+119
+0.3% +$1.32K 0.25% 41
2025
Q4 		$398K Buy
37,160
+391
+1% +$4.02K 0.27% 38
2025
Q3 		$360K Sell
36,769
-2,297
-6% -$22.3K 0.25% 42
2025
Q2 		$359K Buy
39,066
+24,417
+167% +$219K 0.27% 41
2025
Q1 		$140K Buy
14,649
+654
+5% +$6.53K 0.11% 59
2024
Q4 		$129K Buy
+13,995
New +$137K 0.11% 62

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Genesis Wealth Advisors's AGNC Position: Q1 2026 in Review

Genesis Wealth Advisors increased its AGNC Investment (AGNC) stake by 0.32% in Q1 2026, buying an estimated $1.32K and bringing the position to 37,279 shares worth $374K. The position accounts for 0.25% of the portfolio, ranked #41.

Genesis Wealth Advisors first reported a position in AGNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $398K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Genesis Wealth Advisors held 37,279 shares of AGNC Investment worth $374K as of Q1 2026.
  • Genesis Wealth Advisors bought 119 AGNC Investment shares in Q1 2026, an estimated $1.32K.
  • AGNC Investment made up 0.25% of Genesis Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Genesis Wealth Advisors first reported a position in AGNC Investment in Q4 2024 and has held it in 6 quarters since.
  • Genesis Wealth Advisors's AGNC Investment position peaked at $398K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.