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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6K Buy
474
+26
+6% +$1.15K ﹤0.01% 1787
2026
Q1 		$19.5K Hold
448
– – ﹤0.01% 1779
2025
Q4 		$17.1K Hold
448
– – ﹤0.01% 1791
2025
Q3 		$17.6K Sell
448
-68
-13% -$2.37K ﹤0.01% 1770
2025
Q2 		$14.7K Buy
516
+176
+52% +$4.75K ﹤0.01% 2164
2025
Q1 		$8.97K Buy
340
+17
+5% +$505 ﹤0.01% 2305
2024
Q4 		$11K Buy
+323
New +$9.79K ﹤0.01% 2017

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geneos Wealth Management's NATL Position: Q2 2026 in Review

Geneos Wealth Management increased its NCR Atleos (NATL) stake by 5.8% in Q2 2026, buying an estimated $1.15K and bringing the position to 474 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Geneos Wealth Management first reported a position in NATL in Q4 2024 and has held it in 7 quarters since. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Geneos Wealth Management held 474 shares of NCR Atleos worth $20.6K as of Q2 2026.
  • Geneos Wealth Management bought 26 NCR Atleos shares in Q2 2026, an estimated $1.15K.
  • NCR Atleos made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1787 holding.
  • Geneos Wealth Management first reported a position in NCR Atleos in Q4 2024 and has held it in 7 quarters since.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.