Geneos Wealth Management Inc. Vanguard Mega Cap Value Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,474 shares of MGV stock, worth $203,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,474
Previous 1,628 9.46%
Holding current value
$203,559
Previous $209,000 7.66%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$114.87 - $131.25 $17,689 - $20,212
-154 Reduced 9.46%
1,474 $193,000
Q1 2025

May 07, 2025
BUY
$123.61 - $133.01 $39,802 - $42,829
322 Added 24.66%
1,628 $209,000
Q4 2024

Jan 21, 2025
BUY
$124.06 - $133.48 $63,766 - $68,608
514 Added 64.9%
1,306 $163,000
Q3 2024

Nov 14, 2024
BUY
$118.0 - $128.28 $59,354 - $64,524
503 Added 174.05%
792 $101,000
Q4 2023

Jan 26, 2024
BUY
$97.07 - $109.74 $8,639 - $9,766
89 Added 44.5%
289 $31,000
Q1 2023

Apr 25, 2023
SELL
$97.0 - $105.37 $46,463 - $50,472
-479 Reduced 70.54%
200 $20,000
Q4 2022

Jan 30, 2023
BUY
$90.82 - $106.81 $38,961 - $45,821
429 Added 171.6%
679 $69,000
Q3 2022

Nov 14, 2022
SELL
$89.91 - $103.89 $27,152 - $31,374
-302 Reduced 54.71%
250 $22,000
Q2 2022

Jul 22, 2022
BUY
$93.26 - $109.21 $6,061 - $7,098
65 Added 13.35%
552 $0
Q4 2021

Feb 09, 2022
BUY
$98.51 - $106.97 $24,627 - $26,742
250 Added 105.49%
487 $52,000
Q2 2021

Jul 08, 2021
SELL
$95.62 - $101.99 $38,248 - $40,796
-400 Reduced 62.79%
237 $23,000
Q1 2021

Jun 17, 2021
BUY
$85.78 - $95.86 $54,641 - $61,062
637 New
637 $62,000

Others Institutions Holding MGV

# of Institutions
541
Shares Held
52.5M
Call Options Held
2.3K
Put Options Held
200
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email