Geneos Wealth Management
NATL icon

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
Q3 		$23.5K Buy
521
+47
+10% +$2.17K ﹤0.01% 2035
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 +$9.8K ﹤0.01% 2017

Other funds holding NATL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Soros Fund Management
Soros Fund Management New York $8.51B AUM 25.51% 1-Year Est. Return

Geneos Wealth Management's NATL Position: Q3 2026 in Review

Geneos Wealth Management increased its NCR Atleos (NATL) stake by 9.9% in Q3 2026, buying an estimated $2.17K and bringing the position to 521 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Geneos Wealth Management first reported a position in NATL in Q4 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Geneos Wealth Management held 521 shares of NCR Atleos worth $23.5K as of Q3 2026.
  • Geneos Wealth Management bought 47 NCR Atleos shares in Q3 2026, an estimated $2.17K.
  • NCR Atleos made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2035 holding.
  • Geneos Wealth Management first reported a position in NCR Atleos in Q4 2024 and has held it in 8 quarters since.
  • 284 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.