GWM
NHS

Geneos Wealth Management’s Neuberger High Yield Strategies Fund Inc NHS Stock Holding History

Geneos Wealth Management’s Portfolio NHS Stock Details NHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,071
Closed -$42K – 2385
2022
Q2 		$42K Sell
5,071
-4,075
-45% -$38.5K ﹤0.01% 1361
2022
Q1 		$104K Sell
9,146
-2,411
-21% -$27.1K ﹤0.01% 1077
2021
Q4 		$143K Buy
11,557
+243
+2% +$3.1K 0.01% 1030
2021
Q3 		$143K Buy
11,314
+155
+1% +$1.98K 0.01% 1010
2021
Q2 		$150K Hold
11,159
– – 0.01% 983
2021
Q1 		$143K Hold
11,159
– – ﹤0.01% 1134
2020
Q4 		$139K Hold
11,159
– – 0.01% 990
2020
Q3 		$123K Hold
11,159
– – 0.01% 855
2020
Q2 		$114K Hold
11,159
– – 0.01% 856
2020
Q1 		$95K Buy
11,159
+720
+7% +$8.19K 0.01% 853
2019
Q4 		$127K Hold
10,439
– – 0.01% 858
2019
Q3 		$125K Hold
10,439
– – 0.01% 815
2019
Q2 		$122K Sell
10,439
-300
-3% -$3.51K 0.01% 836
2019
Q1 		$121K Hold
10,739
– – 0.01% 802
2018
Q4 		$104K Hold
10,739
– – 0.01% 828
2018
Q3 		$117K Sell
10,739
-350
-3% -$3.81K 0.01% 829
2018
Q2 		$119K Hold
11,089
– – 0.01% 727
2018
Q1 		$123K Buy
11,089
+445
+4% +$5.06K 0.01% 684
2017
Q4 		$125K Hold
10,644
– – 0.01% 677
2017
Q3 		$129K Sell
10,644
-576
-5% -$6.89K 0.01% 633
2017
Q2 		$133K Sell
11,220
-125
-1% -$1.49K 0.01% 609
2017
Q1 		$134K Sell
11,345
-465
-4% -$5.52K 0.01% 580
2016
Q4 		$137K Hold
11,810
– – 0.02% 534
2016
Q3 		$140K Hold
11,810
– – 0.02% 526
2016
Q2 		$129K Hold
11,810
– – 0.02% 533
2016
Q1 		$124K Buy
+11,810
New +$117K 0.02% 534

Other funds holding NHS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Geneos Wealth Management sold out of Neuberger High Yield Strategies Fund Inc (NHS) in Q3 2022, closing a stake of 5,071 shares — an estimated $42K sold.

Geneos Wealth Management first reported a position in NHS in Q1 2016 and held it in 26 quarters. The position peaked at $150K in Q2 2021. 46 funds tracked by Wall St. Rank hold NHS as of Q3 2022.

  • Geneos Wealth Management reported no remaining Neuberger High Yield Strategies Fund Inc position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 5,071 Neuberger High Yield Strategies Fund Inc shares in Q3 2022, an estimated $42K.
  • Geneos Wealth Management first reported a position in Neuberger High Yield Strategies Fund Inc in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Neuberger High Yield Strategies Fund Inc position peaked at $150K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Neuberger High Yield Strategies Fund Inc as of Q3 2022.

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