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Geneos Wealth Management’s Envista NVST Stock Holding History

Geneos Wealth Management’s Portfolio NVST Stock Details NVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$977 – 2961
2025
Q2 		$977 Sell
50
-147
-75% -$2.56K ﹤0.01% 2990
2025
Q1 		$10.2K Hold
197
– – ﹤0.01% 2560
2024
Q4 		$3.8K Hold
197
– – ﹤0.01% 2422
2024
Q3 		$3.89K Buy
+197
New +$3.43K ﹤0.01% 2140
2020
Q4 		– Sell
-228
Closed -$5K – 2965
2020
Q3 		$5K Hold
228
– – ﹤0.01% 2185
2020
Q2 		$4K Hold
228
– – ﹤0.01% 2223
2020
Q1 		$3K Sell
228
-234
-51% -$5.99K ﹤0.01% 2189
2019
Q4 		$13K Buy
+462
New +$13.1K ﹤0.01% 1875

Other funds holding NVST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Geneos Wealth Management sold out of Envista (NVST) in Q3 2025, closing a stake of 50 shares — an estimated $977 sold.

Geneos Wealth Management first reported a position in NVST in Q4 2019 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 311 funds tracked by Wall St. Rank hold NVST as of Q3 2025.

  • Geneos Wealth Management reported no remaining Envista position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Envista shares in Q3 2025, an estimated $977.
  • Geneos Wealth Management first reported a position in Envista in Q4 2019 and held it in 8 quarters.
  • Geneos Wealth Management's Envista position peaked at $13K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Envista as of Q3 2025.

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