GWM
NXH

Geneos Wealth Management’s Neighborhood Intelligence Inc NXH Stock Holding History

Geneos Wealth Management’s Portfolio NXH Stock Details NXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77K Hold
651
– – ﹤0.01% 2236
2026
Q1 		$3.02K Hold
651
– – ﹤0.01% 2250
2025
Q4 		$3.55K Sell
651
-65
-9% -$472 ﹤0.01% 2223
2025
Q3 		$6.37K Sell
716
-17,518
-96% -$145K ﹤0.01% 2088
2025
Q2 		$114K Hold
18,234
– – ﹤0.01% 1199
2025
Q1 		$96.1K Sell
18,234
-6,270
-26% -$38K ﹤0.01% 1184
2024
Q4 		$110K Buy
24,504
+55
+0.2% +$350 ﹤0.01% 1036
2024
Q3 		$224K Sell
24,449
-4,400
-15% -$45.3K 0.01% 742
2024
Q2 		$343K Buy
28,849
+25,712
+820% +$457K 0.02% 579
2024
Q1 		$102K Buy
3,137
+1,470
+88% +$37.8K ﹤0.01% 839
2023
Q4 		$42K Buy
1,667
+58
+4% +$999 ﹤0.01% 1117
2023
Q3 		$23.1K Hold
1,609
– – ﹤0.01% 1327
2023
Q2 		$47.6K Sell
1,609
-124
-7% -$2.29K ﹤0.01% 1091
2023
Q1 		$31.9K Sell
1,733
-3,357
-66% -$62.6K ﹤0.01% 1201
2022
Q4 		$89.6K Buy
5,090
+3,357
+194% +$72.2K 0.01% 858
2022
Q3 		$38K Hold
1,733
– – ﹤0.01% 1109
2022
Q2 		$41K Buy
+1,733
New +$52.1K ﹤0.01% 1367
2022
Q1 		– Sell
-255
Closed -$13K – 2778
2021
Q4 		$13K Sell
255
-622
-71% -$47K ﹤0.01% 2065
2021
Q3 		$62K Hold
877
– – ﹤0.01% 1382
2021
Q2 		$70K Sell
877
-154
-15% -$11.2K ﹤0.01% 1325
2021
Q1 		$76K Hold
1,031
– – ﹤0.01% 1411
2020
Q4 		$58K Buy
1,031
+666
+182% +$39.4K ﹤0.01% 1381
2020
Q3 		$24K Buy
365
+110
+43% +$7.49K ﹤0.01% 1566
2020
Q2 		$6K Sell
255
-45,035
-99% -$661K ﹤0.01% 2071
2020
Q1 		$172K Sell
45,290
-57,023
-56% -$310K 0.01% 654
2019
Q4 		$524K Buy
102,313
+102,004
+33,011% +$683K 0.03% 427
2019
Q3 		$2K Hold
309
– – ﹤0.01% 2286
2019
Q2 		$3K Hold
309
– – ﹤0.01% 2204
2019
Q1 		$3K Buy
+309
New +$4.22K ﹤0.01% 2136

Other funds holding NXH

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geneos Wealth Management's NXH Position: Q2 2026 in Review

Geneos Wealth Management held its Neighborhood Intelligence Inc (NXH) position steady in Q2 2026 at 651 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Geneos Wealth Management first reported a position in NXH in Q1 2019 and has held it in 29 quarters since. The position peaked at $524K in Q4 2019. 191 funds tracked by Wall St. Rank hold NXH as of Q2 2026.

  • Geneos Wealth Management held 651 shares of Neighborhood Intelligence Inc worth $3.77K as of Q2 2026.
  • Geneos Wealth Management left its Neighborhood Intelligence Inc share count unchanged in Q2 2026.
  • Neighborhood Intelligence Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2236 holding.
  • Geneos Wealth Management first reported a position in Neighborhood Intelligence Inc in Q1 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Neighborhood Intelligence Inc position peaked at $524K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Neighborhood Intelligence Inc as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.