Geneos Wealth Management’s National Fuel Gas NFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$575K	Sell	6,789 -10,101	-60%	-$856K	0.01%	668
2025 Q1	$1.34M	Buy	16,890 +10,984	+186%	+$870K	0.02%	590
2024 Q4	$358K	Buy	5,906 +280	+5%	+$17K	0.01%	662
2024 Q3	$341K	Buy	5,626 +5,054	+884%	+$306K	0.01%	638
2024 Q2	$31K	Hold	572	–	–	﹤0.01%	1226
2024 Q1	$30.7K	Buy	572 +125	+28%	+$6.72K	﹤0.01%	1234
2023 Q4	$22.4K	Hold	447	–	–	﹤0.01%	1309
2023 Q3	$23.2K	Hold	447	–	–	﹤0.01%	1323
2023 Q2	$23K	Sell	447 -500	-53%	-$25.7K	﹤0.01%	1327
2023 Q1	$54.7K	Hold	947	–	–	﹤0.01%	1045
2022 Q4	$59.9K	Hold	947	–	–	﹤0.01%	983
2022 Q3	$58K	Sell	947 -800	-46%	-$49K	﹤0.01%	983
2022 Q2	$118K	Sell	1,747 -600	-26%	-$40.5K	0.01%	950
2022 Q1	$161K	Hold	2,347	–	–	0.01%	889
2021 Q4	$150K	Hold	2,347	–	–	0.01%	997
2021 Q3	$126K	Sell	2,347 -10	-0.4%	-$537	﹤0.01%	1067
2021 Q2	$123K	Sell	2,357 -104	-4%	-$5.43K	﹤0.01%	1077
2021 Q1	$122K	Sell	2,461 -110	-4%	-$5.45K	﹤0.01%	1209
2020 Q4	$124K	Sell	2,571 -76	-3%	-$3.67K	0.01%	1041
2020 Q3	$110K	Sell	2,647 -100	-4%	-$4.16K	0.01%	908
2020 Q2	$109K	Hold	2,747	–	–	0.01%	883
2020 Q1	$99K	Hold	2,747	–	–	0.01%	840
2019 Q4	$128K	Hold	2,747	–	–	0.01%	855
2019 Q3	$129K	Hold	2,747	–	–	0.01%	804
2019 Q2	$144K	Hold	2,747	–	–	0.01%	785
2019 Q1	$167K	Hold	2,747	–	–	0.01%	705
2018 Q4	$139K	Hold	2,747	–	–	0.01%	725
2018 Q3	$153K	Hold	2,747	–	–	0.01%	739
2018 Q2	$145K	Hold	2,747	–	–	0.01%	662
2018 Q1	$141K	Buy	2,747 +368	+15%	+$18.9K	0.01%	637
2017 Q4	$130K	Sell	2,379 -400	-14%	-$21.9K	0.01%	663
2017 Q3	$157K	Hold	2,779	–	–	0.02%	581
2017 Q2	$155K	Hold	2,779	–	–	0.02%	563
2017 Q1	$165K	Sell	2,779 -28	-1%	-$1.66K	0.02%	528
2016 Q4	$158K	Sell	2,807 -130	-4%	-$7.32K	0.02%	510
2016 Q3	$158K	Sell	2,937 -971	-25%	-$52.2K	0.02%	501
2016 Q2	$220K	Buy	3,908 +1	+0%	+$56	0.03%	414
2016 Q1	$196K	Buy	+3,907	New	+$196K	0.03%	434