Position in AGNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$406,341
+$32,433 QoQ
Shares Held
37,279
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#340
of 698 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Genesis Wealth Advisors, LLC holds $495,668 across 2 REIT - Mortgage names. AGNC ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
This page
|
37,279 | $406,341 | |
| 2 | ORC |
Orchid Island Capital, Inc.
|
12,816 | $89,327 |
All Filings in AGNC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,341 | 37,279 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $373,908 | 37,279 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $398,355 | 37,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $359,968 | 36,769 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $359,016 | 39,066 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $140,337 | 14,649 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $128,893 | 13,995 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||