Geneos Wealth Management’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Sell |
2,854
-1,354
| -32% | -$14.3K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $46.4K | Buy |
4,208
+2,655
| +171% | +$29.3K | ﹤0.01% | 1962 |
|
|
2024
Q4 | $17.5K | Hold |
1,553
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q3 | $18.6K | Hold |
1,553
| – | – | ﹤0.01% | 1585 |
|
|
2024
Q2 | $19K | Hold |
1,553
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q1 | $19.7K | Hold |
1,553
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q4 | $19.8K | Buy |
+1,553
| New | +$19.8K | ﹤0.01% | 1355 |
|
|
2021
Q1 | – | Sell |
-270
| Closed | -$3K | – | 3142 |
|
|
2020
Q4 | $3K | Hold |
270
| – | – | ﹤0.01% | 2630 |
|
|
2020
Q3 | $2K | Hold |
270
| – | – | ﹤0.01% | 2430 |
|
|
2020
Q2 | $2K | Hold |
270
| – | – | ﹤0.01% | 2374 |
|
|
2020
Q1 | $2K | Hold |
270
| – | – | ﹤0.01% | 2275 |
|
|
2019
Q4 | $3K | Hold |
270
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 2168 |
|
|
2018
Q4 | $3K | Hold |
270
| – | – | ﹤0.01% | 2124 |
|
|
2018
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 2199 |
|
|
2018
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 2053 |
|
|
2018
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 1963 |
|
|
2017
Q4 | $3K | Buy |
+270
| New | +$3K | ﹤0.01% | 1952 |
|