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Geneos Wealth Management’s N-able NABL Stock Holding History

Geneos Wealth Management’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$2K – 2371
2022
Q2 		$2K Hold
250
– – ﹤0.01% 2404
2022
Q1 		$2K Buy
+250
New +$2.63K ﹤0.01% 2558

Other funds holding NABL

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geneos Wealth Management's NABL Position: Q3 2022 in Review

Geneos Wealth Management sold out of N-able (NABL) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in NABL in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 110 funds tracked by Wall St. Rank hold NABL as of Q3 2022.

  • Geneos Wealth Management reported no remaining N-able position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 250 N-able shares in Q3 2022, an estimated $2K.
  • Geneos Wealth Management first reported a position in N-able in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's N-able position peaked at $2K in Q2 2022.
  • 110 funds tracked by Wall St. Rank held N-able as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.