Geneos Wealth Management’s Enviri NVRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-336	Closed	-$2.92K	–	2960
2025 Q2	$2.92K	Buy	+336	New	+$2.46K	﹤0.01%	2731
2025 Q1	–	Sell	-281	Closed	-$2.16K	–	3144
2024 Q4	$2.16K	Buy	+281	New	+$2.35K	﹤0.01%	2573

Other funds holding NVRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Enviri (NVRI) in Q3 2025, closing a stake of 336 shares — an estimated $2.92K sold.

Geneos Wealth Management first reported a position in NVRI in Q4 2024 and held it in 2 quarters. The position peaked at $2.92K in Q2 2025. 205 funds tracked by Wall St. Rank hold NVRI as of Q3 2025.

Geneos Wealth Management reported no remaining Enviri position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 336 Enviri shares in Q3 2025, an estimated $2.92K.
Geneos Wealth Management first reported a position in Enviri in Q4 2024 and held it in 2 quarters.
Geneos Wealth Management's Enviri position peaked at $2.92K in Q2 2025.
205 funds tracked by Wall St. Rank held Enviri as of Q3 2025.

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