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Geneos Wealth Management’s Nice NICE Stock Holding History

Geneos Wealth Management’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818 Hold
9
– – ﹤0.01% 2441
2026
Q1 		$992 Hold
9
– – ﹤0.01% 2405
2025
Q4 		$1.02K Hold
9
– – ﹤0.01% 2408
2025
Q3 		$1.3K Sell
9
-147
-94% -$22.1K ﹤0.01% 2378
2025
Q2 		$26.4K Buy
156
+25
+19% +$4.03K ﹤0.01% 1902
2025
Q1 		$20.2K Buy
131
+57
+77% +$9.12K ﹤0.01% 1944
2024
Q4 		$12.6K Hold
74
– – ﹤0.01% 1956
2024
Q3 		$12.9K Buy
74
+35
+90% +$6.01K ﹤0.01% 1731
2024
Q2 		$6.71K Sell
39
-4
-9% -$823 ﹤0.01% 1649
2024
Q1 		$11.2K Buy
43
+4
+10% +$908 ﹤0.01% 1520
2023
Q4 		$7.78K Buy
39
+2
+5% +$360 ﹤0.01% 1610
2023
Q3 		$6.29K Hold
37
– – ﹤0.01% 1678
2023
Q2 		$7.64K Hold
37
– – ﹤0.01% 1644
2023
Q1 		$8.47K Hold
37
– – ﹤0.01% 1593
2022
Q4 		$7.12K Hold
37
– – ﹤0.01% 1623
2022
Q3 		$6K Sell
37
-15
-29% -$3.13K ﹤0.01% 1652
2022
Q2 		$10K Sell
52
-75
-59% -$15.2K ﹤0.01% 1947
2022
Q1 		$27K Hold
127
– – ﹤0.01% 1658
2021
Q4 		$38K Hold
127
– – ﹤0.01% 1606
2021
Q3 		$35K Hold
127
– – ﹤0.01% 1661
2021
Q2 		$32K Sell
127
-69
-35% -$15.9K ﹤0.01% 1684
2021
Q1 		$47K Hold
196
– – ﹤0.01% 1668
2020
Q4 		$28K Buy
196
+69
+54% +$16.8K ﹤0.01% 1730
2020
Q3 		$28K Hold
127
– – ﹤0.01% 1507
2020
Q2 		$24K Sell
127
-20
-14% -$3.5K ﹤0.01% 1544
2020
Q1 		$22K Buy
147
+140
+2,000% +$22.6K ﹤0.01% 1474
2019
Q4 		$1K Buy
+7
New +$1.07K ﹤0.01% 2489

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Geneos Wealth Management's NICE Position: Q2 2026 in Review

Geneos Wealth Management held its Nice (NICE) position steady in Q2 2026 at 9 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Geneos Wealth Management first reported a position in NICE in Q4 2019 and has held it in 27 quarters since. The position peaked at $47K in Q1 2021. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Geneos Wealth Management held 9 shares of Nice worth $818 as of Q2 2026.
  • Geneos Wealth Management left its Nice share count unchanged in Q2 2026.
  • Nice made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2441 holding.
  • Geneos Wealth Management first reported a position in Nice in Q4 2019 and has held it in 27 quarters since.
  • Geneos Wealth Management's Nice position peaked at $47K in Q1 2021.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.