Geneos Wealth Management’s NexTier Oilfield Solutions Inc. NEX Stock Holding History

Geneos Wealth Management’s Portfolio NEX Stock Details NEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-29,000	Closed	-$102K	–	3038
2021 Q4	$102K	Hold	29,000	–	–	﹤0.01%	1163
2021 Q3	$136K	Hold	29,000	–	–	0.01%	1035
2021 Q2	$144K	Hold	29,000	–	–	0.01%	1003
2021 Q1	$104K	Hold	29,000	–	–	﹤0.01%	1296
2020 Q4	$110K	Sell	29,000 -18,500	-39%	-$49.3K	﹤0.01%	1109
2020 Q3	$81K	Buy	47,500 +29,000	+157%	+$70.3K	﹤0.01%	1042
2020 Q2	$40K	Sell	18,500 -2,500	-12%	-$6.11K	﹤0.01%	1322
2020 Q1	$23K	Buy	21,000 +7,274	+53%	+$31.9K	﹤0.01%	1460
2019 Q4	$89K	Buy	+13,726	New	+$74.1K	﹤0.01%	991

Other funds holding NEX

CCM

Cerberus Capital Management New York $2.65B AUM 20.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

THRC Management Cisco, Texas $634M AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geneos Wealth Management's NEX Position: Q1 2022 in Review

Geneos Wealth Management sold out of NexTier Oilfield Solutions Inc. (NEX) in Q1 2022, closing a stake of 29,000 shares — an estimated $102K sold.

Geneos Wealth Management first reported a position in NEX in Q4 2019 and held it in 9 quarters. The position peaked at $144K in Q2 2021. 177 funds tracked by Wall St. Rank hold NEX as of Q1 2022.

Geneos Wealth Management reported no remaining NexTier Oilfield Solutions Inc. position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 29,000 NexTier Oilfield Solutions Inc. shares in Q1 2022, an estimated $102K.
Geneos Wealth Management first reported a position in NexTier Oilfield Solutions Inc. in Q4 2019 and held it in 9 quarters.
Geneos Wealth Management's NexTier Oilfield Solutions Inc. position peaked at $144K in Q2 2021.
177 funds tracked by Wall St. Rank held NexTier Oilfield Solutions Inc. as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.