Geneos Wealth Management’s Nordic American Tanker NAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,800	Closed	-$4.43K	–	3195
2025 Q1	$4.43K	Buy	+1,800	New	+$4.74K	﹤0.01%	2784
2022 Q3	–	Sell	-300	Closed	–	–	2373
2022 Q2	$0	Hold	300	–	–	﹤0.01%	2714
2022 Q1	$0	Buy	+300	New	+$532	﹤0.01%	2901
2021 Q4	–	Sell	-1,312	Closed	-$3K	–	2838
2021 Q3	$3K	Hold	1,312	–	–	﹤0.01%	2581
2021 Q2	$4K	Hold	1,312	–	–	﹤0.01%	2515
2021 Q1	$4K	Hold	1,312	–	–	﹤0.01%	2725
2020 Q4	$5K	Buy	1,312 +500	+62%	+$1.63K	﹤0.01%	2484
2020 Q3	$2K	Sell	812 -800	-50%	-$3.34K	﹤0.01%	2426
2020 Q2	$6K	Sell	1,612 -400	-20%	-$1.89K	﹤0.01%	2091
2020 Q1	$8K	Sell	2,012 -300	-13%	-$1.08K	﹤0.01%	1895
2019 Q4	$11K	Sell	2,312 -4,480	-66%	-$17.1K	﹤0.01%	1930
2019 Q3	$14K	Hold	6,792	–	–	﹤0.01%	1759
2019 Q2	$15K	Sell	6,792 -800	-11%	-$1.72K	﹤0.01%	1765
2019 Q1	$15K	Buy	7,592 +700	+10%	+$1.48K	﹤0.01%	1699
2018 Q4	$13K	Buy	6,892 +300	+5%	+$781	﹤0.01%	1694
2018 Q3	$13K	Buy	6,592 +2,240	+51%	+$5.15K	﹤0.01%	1753
2018 Q2	$11K	Hold	4,352	–	–	﹤0.01%	1686
2018 Q1	$8K	Hold	4,352	–	–	﹤0.01%	1727
2017 Q4	$10K	Buy	4,352 +2,240	+106%	+$9.27K	﹤0.01%	1637
2017 Q3	$11K	Sell	2,112 -17	-0.8%	-$93	﹤0.01%	1546
2017 Q2	$13K	Sell	2,129 -554	-21%	-$3.89K	﹤0.01%	1437
2017 Q1	$21K	Sell	2,683 -190	-7%	-$1.57K	﹤0.01%	1220
2016 Q4	$23K	Buy	2,873 +111	+4%	+$986	﹤0.01%	1128
2016 Q3	$27K	Sell	2,762 -2,931	-51%	-$34K	﹤0.01%	1026
2016 Q2	$80K	Buy	5,693 +504	+10%	+$7.34K	0.01%	652
2016 Q1	$72K	Buy	+5,189	New	+$69K	0.01%	680