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Geneos Wealth Management’s Novanta NOVT Stock Holding History

Geneos Wealth Management’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24
Closed -$3.09K – 2949
2025
Q2 		$3.09K Hold
24
– – ﹤0.01% 2712
2025
Q1 		$9.21K Hold
24
– – ﹤0.01% 2587
2024
Q4 		$3.67K Hold
24
– – ﹤0.01% 2441
2024
Q3 		$4.29K Buy
+24
New +$4.17K ﹤0.01% 2115
2021
Q2 		– Sell
-14
Closed -$1K – 3029
2021
Q1 		$1K Buy
+14
New +$1.84K ﹤0.01% 3044
2018
Q4 		– Sell
-200
Closed -$13K – 2453
2018
Q3 		$13K Buy
+200
New +$14K ﹤0.01% 1754

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of Novanta (NOVT) in Q3 2025, closing a stake of 24 shares — an estimated $3.09K sold.

Geneos Wealth Management first reported a position in NOVT in Q3 2018 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 318 funds tracked by Wall St. Rank hold NOVT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Novanta position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 Novanta shares in Q3 2025, an estimated $3.09K.
  • Geneos Wealth Management first reported a position in Novanta in Q3 2018 and held it in 6 quarters.
  • Geneos Wealth Management's Novanta position peaked at $13K in Q3 2018.
  • 318 funds tracked by Wall St. Rank held Novanta as of Q3 2025.

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