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Geneos Wealth Management’s nCino NCNO Stock Holding History

Geneos Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-46
Closed -$1.29K – 2938
2025
Q2 		$1.29K Buy
+46
New +$1.15K ﹤0.01% 2914

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's NCNO Position: Q3 2025 in Review

Geneos Wealth Management sold out of nCino (NCNO) in Q3 2025, closing a stake of 46 shares — an estimated $1.29K sold.

Geneos Wealth Management first reported a position in NCNO in Q2 2025 and held it in 1 quarter. The position peaked at $1.29K in Q2 2025. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Geneos Wealth Management reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 46 nCino shares in Q3 2025, an estimated $1.29K.
  • Geneos Wealth Management first reported a position in nCino in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's nCino position peaked at $1.29K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.