Geneos Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $942K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $86K | Hold |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $61K | Sell |
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|
2020
Q3 | $95K | Buy |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $125K | Sell |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $132K | Sell |
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|
2019
Q1 | $167K | Buy |
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|
2018
Q4 | $144K | Sell |
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|
2018
Q3 | $157K | Sell |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $170K | Buy |
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|
2016
Q4 | $165K | Buy |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | $210K | Hold |
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|
2016
Q1 | $213K | Buy |
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