GWM
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Geneos Wealth Management’s NCR Atleos NATL Stock Holding History

Geneos Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.7K Sell
516
-272
-35% -$7.76K ﹤0.01% 2164
2025
Q1 		$25.2K Buy
788
+465
+144% +$14.9K ﹤0.01% 2235
2024
Q4 		$11K Buy
+323
New +$11K ﹤0.01% 2017