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Geneos Wealth Management’s Nomura Holdings NMR Stock Holding History

Geneos Wealth Management’s Portfolio NMR Stock Details NMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,361
Closed -$8.37K – 3197
2025
Q1 		$8.37K Buy
1,361
+992
+269% +$6.32K ﹤0.01% 2623
2024
Q4 		$2.14K Buy
+369
New +$2.1K ﹤0.01% 2578
2022
Q3 		– Sell
-2,267
Closed -$8K – 2389
2022
Q2 		$8K Hold
2,267
– – ﹤0.01% 2036
2022
Q1 		$9K Hold
2,267
– – ﹤0.01% 2123
2021
Q4 		$9K Buy
+2,267
New +$10.3K ﹤0.01% 2222

Other funds holding NMR

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geneos Wealth Management's NMR Position: Q2 2025 in Review

Geneos Wealth Management sold out of Nomura Holdings (NMR) in Q2 2025, closing a stake of 1,361 shares — an estimated $8.37K sold.

Geneos Wealth Management first reported a position in NMR in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q1 2022. 206 funds tracked by Wall St. Rank hold NMR as of Q2 2025.

  • Geneos Wealth Management reported no remaining Nomura Holdings position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,361 Nomura Holdings shares in Q2 2025, an estimated $8.37K.
  • Geneos Wealth Management first reported a position in Nomura Holdings in Q4 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Nomura Holdings position peaked at $9K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Nomura Holdings as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.