GWM
NBIS

Geneos Wealth Management’s Nebius Group N.V. NBIS Stock Holding History

Geneos Wealth Management’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Sell
2,837
-2,241
-44% -$224K 0.01% 837
2025
Q4 		$425K Buy
5,078
+5,062
+31,638% +$525K 0.01% 713
2025
Q3 		$1.8K Sell
16
-2,394
-99% -$166K ﹤0.01% 2335
2025
Q2 		$133K Buy
2,410
+420
+21% +$14.5K ﹤0.01% 1138
2025
Q1 		$42K Buy
1,990
+1,737
+687% +$57.1K ﹤0.01% 2011
2024
Q4 		$7.01K Buy
253
+95
+60% +$2.32K ﹤0.01% 2198
2024
Q3 		$2.35K Hold
158
– – ﹤0.01% 2259
2024
Q2 		$2.35K Hold
158
– – ﹤0.01% 1863
2024
Q1 		$6.86K Hold
158
– – ﹤0.01% 1643
2023
Q4 		$4.52K Buy
158
+1
+0.6% +$29 ﹤0.01% 1747
2023
Q3 		$3.9K Sell
157
-1
-0.6% -$25 ﹤0.01% 1809
2023
Q2 		$4.32K Hold
158
– – ﹤0.01% 1776
2023
Q1 		$3.87K Hold
158
– – ﹤0.01% 1788
2022
Q4 		$3.97K Hold
158
– – ﹤0.01% 1757
2022
Q3 		$4K Buy
158
+23
+17% +$582 ﹤0.01% 1758
2022
Q2 		$3K Buy
135
+70
+108% +$1.56K ﹤0.01% 2347
2022
Q1 		$1K Buy
+65
New +$3.09K ﹤0.01% 2716
2021
Q2 		– Sell
-4,566
Closed -$299K – 3148
2021
Q1 		$299K Buy
+4,566
New +$306K 0.01% 798
2020
Q4 		– Sell
-17
Closed -$1K – 3021
2020
Q3 		$1K Buy
+17
New +$1.01K ﹤0.01% 2591
2018
Q4 		– Sell
-200
Closed -$6K – 2496
2018
Q3 		$6K Hold
200
– – ﹤0.01% 2029
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1852
2018
Q1 		$7K Hold
200
– – ﹤0.01% 1788
2017
Q4 		$6K Hold
200
– – ﹤0.01% 1787
2017
Q3 		$6K Hold
200
– – ﹤0.01% 1732
2017
Q2 		$5K Hold
200
– – ﹤0.01% 1740
2017
Q1 		$4K Hold
200
– – ﹤0.01% 1765
2016
Q4 		$4K Hold
200
– – ﹤0.01% 1721
2016
Q3 		$4K Hold
200
– – ﹤0.01% 1658
2016
Q2 		$4K Sell
200
-13,221
-99% -$257K ﹤0.01% 1592
2016
Q1 		$206K Buy
+13,421
New +$184K 0.03% 427

Other funds holding NBIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
AL4A
Accel Leaders 4 Associates Palo Alto, California $475M AUM 391.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's NBIS Position: Q1 2026 in Review

Geneos Wealth Management reduced its Nebius Group N.V. (NBIS) stake by 44% in Q1 2026, selling an estimated $224K and leaving 2,837 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #837.

Geneos Wealth Management first reported a position in NBIS in Q1 2016 and has held it in 30 quarters since. The position peaked at $425K in Q4 2025. 723 funds tracked by Wall St. Rank hold NBIS as of Q1 2026.

  • Geneos Wealth Management held 2,837 shares of Nebius Group N.V. worth $294K as of Q1 2026.
  • Geneos Wealth Management sold 2,241 Nebius Group N.V. shares in Q1 2026, an estimated $224K.
  • Nebius Group N.V. made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #837 holding.
  • Geneos Wealth Management first reported a position in Nebius Group N.V. in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's Nebius Group N.V. position peaked at $425K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.