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Geneos Wealth Management’s Nova NVMI Stock Holding History

Geneos Wealth Management’s Portfolio NVMI Stock Details NVMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-76
Closed -$20.9K – 2959
2025
Q2 		$20.9K Hold
76
– – ﹤0.01% 2010
2025
Q1 		$14K Hold
76
– – ﹤0.01% 2108
2024
Q4 		$15K Sell
76
-6
-7% -$1.15K ﹤0.01% 1865
2024
Q3 		$17.1K Buy
+82
New +$17.5K ﹤0.01% 1619
2021
Q2 		– Sell
-1,250
Closed -$117K – 3034
2021
Q1 		$117K Buy
+1,250
New +$101K ﹤0.01% 1225

Other funds holding NVMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nova (NVMI) in Q3 2025, closing a stake of 76 shares — an estimated $20.9K sold.

Geneos Wealth Management first reported a position in NVMI in Q1 2021 and held it in 5 quarters. The position peaked at $117K in Q1 2021. 255 funds tracked by Wall St. Rank hold NVMI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Nova position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 76 Nova shares in Q3 2025, an estimated $20.9K.
  • Geneos Wealth Management first reported a position in Nova in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Nova position peaked at $117K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Nova as of Q3 2025.

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