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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
Q2 		$406K Hold
37,279
– – 0.24% 44
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Genesis Wealth Advisors's AGNC Position: Q2 2026 in Review

Genesis Wealth Advisors held its AGNC Investment (AGNC) position steady in Q2 2026 at 37,279 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #44.

Genesis Wealth Advisors first reported a position in AGNC in Q4 2024 and has held it in 7 quarters since. 704 funds tracked by Wall St. Rank hold AGNC as of Q2 2026.

  • Genesis Wealth Advisors held 37,279 shares of AGNC Investment worth $406K as of Q2 2026.
  • Genesis Wealth Advisors left its AGNC Investment share count unchanged in Q2 2026.
  • AGNC Investment made up 0.24% of Genesis Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Genesis Wealth Advisors first reported a position in AGNC Investment in Q4 2024 and has held it in 7 quarters since.
  • 704 funds tracked by Wall St. Rank held AGNC Investment as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.