GWM
NVO

Geneos Wealth Management’s Novo Nordisk NVO Stock Holding History

Geneos Wealth Management’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Buy
5,313
+91
+2% +$4.31K ﹤0.01% 968
2025
Q4 		$266K Sell
5,222
-7,734
-60% -$395K 0.01% 837
2025
Q3 		$719K Sell
12,956
-4,859
-27% -$284K 0.02% 565
2025
Q2 		$1.23M Sell
17,815
-28,558
-62% -$1.94M 0.03% 480
2025
Q1 		$3.22M Buy
46,373
+27,054
+140% +$2.23M 0.05% 378
2024
Q4 		$1.66M Sell
19,319
-2,483
-11% -$269K 0.06% 321
2024
Q3 		$2.6M Buy
21,802
+5,714
+36% +$762K 0.1% 240
2024
Q2 		$2.3M Sell
16,088
-329
-2% -$43.6K 0.1% 229
2024
Q1 		$2.11M Buy
16,417
+1,641
+11% +$195K 0.1% 242
2023
Q4 		$1.53M Buy
14,776
+750
+5% +$74.2K 0.08% 264
2023
Q3 		$1.28M Buy
14,026
+424
+3% +$37.4K 0.07% 276
2023
Q2 		$1.1M Buy
13,602
+1,758
+15% +$144K 0.06% 301
2023
Q1 		$942K Buy
11,844
+3,238
+38% +$230K 0.06% 301
2022
Q4 		$582K Buy
8,606
+5,520
+179% +$324K 0.04% 387
2022
Q3 		$153K Buy
3,086
+442
+17% +$23.7K 0.01% 678
2022
Q2 		$147K Sell
2,644
-66
-2% -$3.66K 0.01% 861
2022
Q1 		$150K Buy
2,710
+88
+3% +$4.52K 0.01% 927
2021
Q4 		$146K Buy
2,622
+816
+45% +$44.2K 0.01% 1016
2021
Q3 		$86K Hold
1,806
– – ﹤0.01% 1230
2021
Q2 		$76K Sell
1,806
-290
-14% -$11.2K ﹤0.01% 1282
2021
Q1 		$77K Hold
2,096
– – ﹤0.01% 1409
2020
Q4 		$61K Sell
2,096
-666
-24% -$23K ﹤0.01% 1357
2020
Q3 		$95K Buy
2,762
+200
+8% +$6.67K ﹤0.01% 961
2020
Q2 		$84K Buy
2,562
+200
+8% +$6.38K ﹤0.01% 997
2020
Q1 		$66K Sell
2,362
-1,930
-45% -$57.5K ﹤0.01% 1002
2019
Q4 		$125K Sell
4,292
-894
-17% -$24.8K 0.01% 867
2019
Q3 		$133K Hold
5,186
– – 0.01% 795
2019
Q2 		$132K Sell
5,186
-1,200
-19% -$29.7K 0.01% 811
2019
Q1 		$167K Buy
6,386
+94
+1% +$2.31K 0.01% 706
2018
Q4 		$144K Sell
6,292
-378
-6% -$8.4K 0.01% 712
2018
Q3 		$157K Sell
6,670
-3,620
-35% -$88.3K 0.01% 732
2018
Q2 		$237K Buy
10,290
+450
+5% +$10.7K 0.02% 525
2018
Q1 		$242K Buy
9,840
+670
+7% +$17.6K 0.02% 485
2017
Q4 		$246K Sell
9,170
-770
-8% -$19.6K 0.02% 480
2017
Q3 		$239K Hold
9,940
– – 0.02% 463
2017
Q2 		$213K Hold
9,940
– – 0.02% 483
2017
Q1 		$170K Buy
9,940
+720
+8% +$12.5K 0.02% 522
2016
Q4 		$165K Buy
9,220
+1,282
+16% +$23.2K 0.02% 502
2016
Q3 		$165K Buy
7,938
+178
+2% +$4.41K 0.02% 482
2016
Q2 		$210K Hold
7,760
– – 0.03% 422
2016
Q1 		$213K Buy
+7,760
New +$208K 0.03% 423

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Geneos Wealth Management's NVO Position: Q1 2026 in Review

Geneos Wealth Management increased its Novo Nordisk (NVO) stake by 1.7% in Q1 2026, buying an estimated $4.31K and bringing the position to 5,313 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Geneos Wealth Management first reported a position in NVO in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.22M in Q1 2025. 1,272 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Geneos Wealth Management held 5,313 shares of Novo Nordisk worth $195K as of Q1 2026.
  • Geneos Wealth Management bought 91 Novo Nordisk shares in Q1 2026, an estimated $4.31K.
  • Novo Nordisk made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #968 holding.
  • Geneos Wealth Management first reported a position in Novo Nordisk in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Novo Nordisk position peaked at $3.22M in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.