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

Geneos Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-900
Closed -$2.21K – 3188
2025
Q1 		$2.21K Buy
+900
New +$2.37K ﹤0.01% 2732
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

Other funds holding NAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Geneos Wealth Management's NAT Position: Q2 2025 in Review

Geneos Wealth Management sold out of Nordic American Tanker (NAT) in Q2 2025, closing a stake of 900 shares — an estimated $2.21K sold.

Geneos Wealth Management first reported a position in NAT in Q1 2016 and held it in 26 quarters. The position peaked at $80K in Q2 2016. 198 funds tracked by Wall St. Rank hold NAT as of Q2 2025.

  • Geneos Wealth Management reported no remaining Nordic American Tanker position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 900 Nordic American Tanker shares in Q2 2025, an estimated $2.21K.
  • Geneos Wealth Management first reported a position in Nordic American Tanker in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Nordic American Tanker position peaked at $80K in Q2 2016.
  • 198 funds tracked by Wall St. Rank held Nordic American Tanker as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.