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Geneos Wealth Management’s Insperity NSP Stock Holding History

Geneos Wealth Management’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.5K Sell
1,828
-250
-12% -$8.19K ﹤0.01% 1325
2026
Q1 		$56.2K Buy
2,078
+1,550
+294% +$49.9K ﹤0.01% 1377
2025
Q4 		$20.4K Hold
528
– – ﹤0.01% 1711
2025
Q3 		$26K Sell
528
-26
-5% -$1.42K ﹤0.01% 1622
2025
Q2 		$33.3K Sell
554
-193
-26% -$13.5K ﹤0.01% 1777
2025
Q1 		$66.7K Buy
747
+182
+32% +$15.1K ﹤0.01% 1335
2024
Q4 		$43.8K Buy
565
+1
+0.2% +$81 ﹤0.01% 1369
2024
Q3 		$49.6K Sell
564
-464
-45% -$43K ﹤0.01% 1199
2024
Q2 		$93.8K Buy
+1,028
New +$104K ﹤0.01% 884
2023
Q2 		– Sell
-100
Closed -$12.2K – 2100
2023
Q1 		$12.2K Buy
+100
New +$11.7K ﹤0.01% 1495
2021
Q3 		– Sell
-100
Closed -$9K – 2884
2021
Q2 		$9K Sell
100
-156
-61% -$13.9K ﹤0.01% 2236
2021
Q1 		$22K Hold
256
– – ﹤0.01% 2036
2020
Q4 		$8K Buy
256
+156
+156% +$12.8K ﹤0.01% 2310
2020
Q3 		$6K Hold
100
– – ﹤0.01% 2126
2020
Q2 		$6K Hold
100
– – ﹤0.01% 2094
2020
Q1 		$3K Hold
100
– – ﹤0.01% 2187
2019
Q4 		$8K Hold
100
– – ﹤0.01% 2058
2019
Q3 		$9K Buy
+100
New +$10.9K ﹤0.01% 1927

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's NSP Position: Q2 2026 in Review

Geneos Wealth Management reduced its Insperity (NSP) stake by 12% in Q2 2026, selling an estimated $8.19K and leaving 1,828 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Geneos Wealth Management first reported a position in NSP in Q3 2019 and has held it in 18 quarters since. The position peaked at $93.8K in Q2 2024. 276 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Geneos Wealth Management held 1,828 shares of Insperity worth $75.5K as of Q2 2026.
  • Geneos Wealth Management sold 250 Insperity shares in Q2 2026, an estimated $8.19K.
  • Insperity made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1325 holding.
  • Geneos Wealth Management first reported a position in Insperity in Q3 2019 and has held it in 18 quarters since.
  • Geneos Wealth Management's Insperity position peaked at $93.8K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.