GWM
NB

Geneos Wealth Management’s NioCorp Developments NB Stock Holding History

Geneos Wealth Management’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Buy
2,700
+500
+23% +$2.74K ﹤0.01% 1931
2026
Q1 		$9.81K Hold
2,200
– – ﹤0.01% 1995
2025
Q4 		$11.7K Buy
2,200
+200
+10% +$1.38K ﹤0.01% 1915
2025
Q3 		$13.4K Buy
+2,000
New +$8.44K ﹤0.01% 1866

Other funds holding NB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Geneos Wealth Management increased its NioCorp Developments (NB) stake by 23% in Q2 2026, buying an estimated $2.74K and bringing the position to 2,700 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Geneos Wealth Management first reported a position in NB in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q3 2025. 210 funds tracked by Wall St. Rank hold NB as of Q2 2026.

  • Geneos Wealth Management held 2,700 shares of NioCorp Developments worth $13K as of Q2 2026.
  • Geneos Wealth Management bought 500 NioCorp Developments shares in Q2 2026, an estimated $2.74K.
  • NioCorp Developments made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1931 holding.
  • Geneos Wealth Management first reported a position in NioCorp Developments in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's NioCorp Developments position peaked at $13.4K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held NioCorp Developments as of Q2 2026.

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