GWM
NINE

Geneos Wealth Management’s Nine Energy Service NINE Stock Holding History

Geneos Wealth Management’s Portfolio NINE Stock Details NINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed -$4.52K – 2937
2024
Q3 		$4.52K Hold
4,000
– – ﹤0.01% 2101
2024
Q2 		$6.72K Hold
4,000
– – ﹤0.01% 1648
2024
Q1 		$8.96K Hold
4,000
– – ﹤0.01% 1567
2023
Q4 		$10.7K Hold
4,000
– – ﹤0.01% 1532
2023
Q3 		$16.5K Hold
4,000
– – ﹤0.01% 1437
2023
Q2 		$15.3K Buy
+4,000
New +$15.4K ﹤0.01% 1458

Other funds holding NINE

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return

Geneos Wealth Management's NINE Position: Q4 2024 in Review

Geneos Wealth Management sold out of Nine Energy Service (NINE) in Q4 2024, closing a stake of 4,000 shares — an estimated $4.52K sold.

Geneos Wealth Management first reported a position in NINE in Q2 2023 and held it in 6 quarters. The position peaked at $16.5K in Q3 2023. 63 funds tracked by Wall St. Rank hold NINE as of Q4 2024.

  • Geneos Wealth Management reported no remaining Nine Energy Service position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 4,000 Nine Energy Service shares in Q4 2024, an estimated $4.52K.
  • Geneos Wealth Management first reported a position in Nine Energy Service in Q2 2023 and held it in 6 quarters.
  • Geneos Wealth Management's Nine Energy Service position peaked at $16.5K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held Nine Energy Service as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.