GWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$64.4K Sell
4,552
-42
-0.9% -$594 ﹤0.01% 1442
2025
Q1 		$151K Buy
4,594
+1,195
+35% +$39.3K ﹤0.01% 1355
2024
Q4 		$34.6K Buy
+3,399
New +$34.6K ﹤0.01% 1470