Geneos Wealth Management’s National Health Investors NHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-612	Closed	-$37K	–	2384
2022 Q2	$37K	Hold	612	–	–	﹤0.01%	1407
2022 Q1	$36K	Hold	612	–	–	﹤0.01%	1520
2021 Q4	$35K	Sell	612 -115	-16%	-$6.36K	﹤0.01%	1634
2021 Q3	$39K	Hold	727	–	–	﹤0.01%	1603
2021 Q2	$48K	Hold	727	–	–	﹤0.01%	1501
2021 Q1	$53K	Hold	727	–	–	﹤0.01%	1598
2020 Q4	$55K	Hold	727	–	–	﹤0.01%	1410
2020 Q3	$43K	Buy	727 +80	+12%	+$4.94K	﹤0.01%	1320
2020 Q2	$38K	Buy	647 +612	+1,749%	+$33.6K	﹤0.01%	1344
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	2399
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	2387
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	2312
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	2324
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	2250
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	2218
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	2271
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	2123
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	2051
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	2039
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	1990
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	1944
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	1908
2016 Q4	$2K	Hold	35	–	–	﹤0.01%	1883
2016 Q3	$2K	Buy	+35	New	+$2.75K	﹤0.01%	1795

Other funds holding NHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's NHI Position: Q3 2022 in Review

Geneos Wealth Management sold out of National Health Investors (NHI) in Q3 2022, closing a stake of 612 shares — an estimated $37K sold.

Geneos Wealth Management first reported a position in NHI in Q3 2016 and held it in 24 quarters. The position peaked at $55K in Q4 2020. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2022.

Geneos Wealth Management reported no remaining National Health Investors position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 612 National Health Investors shares in Q3 2022, an estimated $37K.
Geneos Wealth Management first reported a position in National Health Investors in Q3 2016 and held it in 24 quarters.
Geneos Wealth Management's National Health Investors position peaked at $55K in Q4 2020.
242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.