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 Q2	$630K	Sell	2,282 -555	-20%	-$110K	0.01%	664
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 +1,512	+168%	+$52.1K	﹤0.01%	1138
2025 Q1	$19K	Buy	898 +645	+255%	+$21.2K	﹤0.01%	1975
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Geneos Wealth Management reduced its Nebius Group N.V. (NBIS) stake by 20% in Q2 2026, selling an estimated $110K and leaving 2,282 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #664.

Geneos Wealth Management first reported a position in NBIS in Q1 2016 and has held it in 31 quarters since. 1,068 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Geneos Wealth Management held 2,282 shares of Nebius Group N.V. worth $630K as of Q2 2026.
Geneos Wealth Management sold 555 Nebius Group N.V. shares in Q2 2026, an estimated $110K.
Nebius Group N.V. made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #664 holding.
Geneos Wealth Management first reported a position in Nebius Group N.V. in Q1 2016 and has held it in 31 quarters since.
1,068 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

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