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Geneos Wealth Management’s Newmark Group NMRK Stock Holding History

Geneos Wealth Management’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,334
Closed -$16.2K – 2946
2025
Q2 		$16.2K Sell
1,334
-2,126
-61% -$23.8K ﹤0.01% 2127
2025
Q1 		$42.1K Buy
3,460
+2,668
+337% +$35.6K ﹤0.01% 2006
2024
Q4 		$10.1K Hold
792
– – ﹤0.01% 2046
2024
Q3 		$12.3K Buy
+792
New +$10.3K ﹤0.01% 1757
2020
Q2 		– Sell
-280
Closed -$1K – 2601
2020
Q1 		$1K Hold
280
– – ﹤0.01% 2400
2019
Q4 		$3K Hold
280
– – ﹤0.01% 2308
2019
Q3 		$2K Buy
+280
New +$2.6K ﹤0.01% 2313

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geneos Wealth Management's NMRK Position: Q3 2025 in Review

Geneos Wealth Management sold out of Newmark Group (NMRK) in Q3 2025, closing a stake of 1,334 shares — an estimated $16.2K sold.

Geneos Wealth Management first reported a position in NMRK in Q3 2019 and held it in 7 quarters. The position peaked at $42.1K in Q1 2025. 289 funds tracked by Wall St. Rank hold NMRK as of Q3 2025.

  • Geneos Wealth Management reported no remaining Newmark Group position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,334 Newmark Group shares in Q3 2025, an estimated $16.2K.
  • Geneos Wealth Management first reported a position in Newmark Group in Q3 2019 and held it in 7 quarters.
  • Geneos Wealth Management's Newmark Group position peaked at $42.1K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Newmark Group as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.