Geneos Wealth Management’s Natural Resource Partners NRP Stock Holding History

Geneos Wealth Management’s Portfolio NRP Stock Details NRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-83	Closed	-$2K	–	2454
2018 Q3	$2K	Buy	+83	New	+$2.59K	﹤0.01%	2272
2018 Q1	–	Sell	-83	Closed	-$2K	–	2218
2017 Q4	$2K	Hold	83	–	–	﹤0.01%	2040
2017 Q3	$2K	Hold	83	–	–	﹤0.01%	1991
2017 Q2	$2K	Sell	83 -260	-76%	-$8.09K	﹤0.01%	1945
2017 Q1	$12K	Hold	343	–	–	﹤0.01%	1429
2016 Q4	$11K	Sell	343 -205	-37%	-$6.65K	﹤0.01%	1407
2016 Q3	$15K	Sell	548 -1,505	-73%	-$33.7K	﹤0.01%	1235
2016 Q2	$29K	Hold	2,053	–	–	﹤0.01%	1000
2016 Q1	$16K	Buy	+2,053	New	+$20.3K	﹤0.01%	1160

Other funds holding NRP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Geneos Wealth Management's NRP Position: Q4 2018 in Review

Geneos Wealth Management sold out of Natural Resource Partners (NRP) in Q4 2018, closing a stake of 83 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in NRP in Q1 2016 and held it in 9 quarters. The position peaked at $29K in Q2 2016. 42 funds tracked by Wall St. Rank hold NRP as of Q4 2018.

Geneos Wealth Management reported no remaining Natural Resource Partners position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 83 Natural Resource Partners shares in Q4 2018, an estimated $2K.
Geneos Wealth Management first reported a position in Natural Resource Partners in Q1 2016 and held it in 9 quarters.
Geneos Wealth Management's Natural Resource Partners position peaked at $29K in Q2 2016.
42 funds tracked by Wall St. Rank held Natural Resource Partners as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.