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Geneos Wealth Management’s NatWest NWG Stock Holding History

Geneos Wealth Management’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,552
Closed -$64.4K – 2963
2025
Q2 		$64.4K Sell
4,552
-42
-0.9% -$555 ﹤0.01% 1442
2025
Q1 		$151K Buy
4,594
+1,195
+35% +$13.4K ﹤0.01% 1355
2024
Q4 		$34.6K Buy
+3,399
New +$33.6K ﹤0.01% 1470

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of NatWest (NWG) in Q3 2025, closing a stake of 4,552 shares — an estimated $64.4K sold.

Geneos Wealth Management first reported a position in NWG in Q4 2024 and held it in 3 quarters. The position peaked at $151K in Q1 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

  • Geneos Wealth Management reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 4,552 NatWest shares in Q3 2025, an estimated $64.4K.
  • Geneos Wealth Management first reported a position in NatWest in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's NatWest position peaked at $151K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

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