Novartis shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 65k | 128.24 |
| 2025-06-30 | $6.1M | 51k | 121.01 |
| 2025-03-31 | $6.0M | 54k | 111.48 |
| 2024-12-31 | $2.9M | 30k | 97.31 |
| 2024-09-30 | $3.3M | 29k | 115.02 |
| 2024-06-30 | $2.9M | 27k | 106.46 |
| 2024-03-31 | $2.5M | 25k | 96.73 |
| 2023-12-31 | $2.4M | 24k | 100.97 |
| 2023-09-30 | $2.3M | 23k | 101.86 |
| 2023-06-30 | $2.2M | 22k | 100.91 |
| 2023-03-31 | $1.9M | 21k | 92.00 |
| 2022-12-31 | $2.2M | 24k | 90.72 |
| 2022-09-30 | $1.8M | 24k | 76.00 |
| 2022-06-30 | $2.3M | 27k | 84.33 |
| 2022-03-31 | $2.3M | 27k | 87.75 |
| 2021-12-31 | $2.2M | 26k | 87.47 |
| 2021-09-30 | $2.1M | 26k | 81.94 |
| 2021-06-30 | $2.3M | 25k | 91.98 |
| 2021-03-31 | $2.1M | 25k | 85.21 |
| 2020-12-31 | $2.2M | 27k | 82.19 |
| 2020-09-30 | $2.4M | 28k | 87.22 |
| 2020-06-30 | $2.3M | 27k | 87.09 |
| 2020-03-31 | $1.8M | 23k | 79.41 |
| 2019-12-31 | $2.2M | 23k | 95.36 |
| 2019-09-30 | $1.9M | 22k | 87.39 |
| 2019-06-30 | $1.8M | 20k | 91.82 |
| 2019-03-31 | $1.6M | 17k | 96.10 |
| 2018-12-31 | $1.1M | 13k | 85.89 |
| 2018-09-30 | $910k | 11k | 86.13 |
| 2018-06-30 | $795k | 11k | 75.46 |
| 2018-03-31 | $821k | 10k | 80.82 |
| 2017-12-31 | $844k | 10k | 83.89 |
| 2017-09-30 | $998k | 12k | 85.79 |
| 2017-06-30 | $709k | 8.5k | 83.42 |
| 2017-03-31 | $558k | 7.5k | 74.27 |
| 2016-12-31 | $536k | 7.4k | 72.77 |
| 2016-09-30 | $565k | 7.2k | 78.97 |
| 2016-06-30 | $591k | 7.2k | 82.60 |
| 2016-03-31 | $502k | 7.0k | 71.38 |