Geneos Wealth Management Inc. Novartis Ag Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Novartis Ag stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 64,760 shares of NVS stock, worth $8.52 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
64,760
Previous 50,728 27.66%
Holding current value
$8.52 Million
Previous $6.14 Million 35.29%
% of portfolio
0.22%
Previous 0.16%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$113.5 - $129.73 $1.59 Million - $1.82 Million
14,032 Added 27.66%
64,760 $8.3 Million
Q2 2025

Aug 18, 2025
BUY
$101.96 - $121.01 $1.78 Million - $2.11 Million
17,446 Added 52.42%
50,728 $6.14 Million
Q1 2025

May 21, 2025
SELL
$97.14 - $115.57 $1.99 Million - $2.37 Million
-20,508 Reduced 38.13%
33,282 $3.71 Million
Q1 2025

May 07, 2025
BUY
$97.14 - $115.57 $2.3 Million - $2.73 Million
23,634 Added 78.37%
53,790 $6 Million
Q4 2024

Jan 21, 2025
BUY
$96.78 - $117.18 $102,393 - $123,976
1,058 Added 3.64%
30,156 $2.93 Million
Q3 2024

Nov 14, 2024
BUY
$106.13 - $120.89 $226,799 - $258,341
2,137 Added 7.93%
29,098 $3.35 Million
Q2 2024

Jul 23, 2024
BUY
$92.57 - $107.37 $142,094 - $164,812
1,535 Added 6.04%
26,961 $2.87 Million
Q1 2024

May 03, 2024
BUY
$95.27 - $108.47 $172,724 - $196,656
1,813 Added 7.68%
25,426 $2.46 Million
Q4 2023

Jan 26, 2024
BUY
$92.27 - $101.54 $55,362 - $60,924
600 Added 2.61%
23,613 $2.38 Million
Q3 2023

Oct 11, 2023
BUY
$94.73 - $105.13 $100,224 - $111,227
1,058 Added 4.82%
23,013 $2.34 Million
Q2 2023

Aug 08, 2023
BUY
$92.52 - $104.91 $138,872 - $157,469
1,501 Added 7.34%
21,955 $2.22 Million
Q1 2023

Apr 25, 2023
SELL
$80.03 - $92.81 $298,992 - $346,738
-3,736 Reduced 15.44%
20,454 $1.88 Million
Q4 2022

Jan 30, 2023
BUY
$75.55 - $92.52 $51,222 - $62,728
678 Added 2.88%
24,190 $2.19 Million
Q3 2022

Nov 14, 2022
SELL
$74.61 - $87.26 $258,523 - $302,355
-3,465 Reduced 12.84%
23,512 $1.79 Million
Q2 2022

Jul 22, 2022
BUY
$80.52 - $93.75 $29,470 - $34,312
366 Added 1.38%
26,977 $2.28 Million
Q1 2022

May 16, 2022
BUY
$80.11 - $90.62 $85,717 - $96,963
1,070 Added 4.19%
26,611 $2.34 Million
Q4 2021

Feb 09, 2022
SELL
$79.7 - $88.13 $16,816 - $18,595
-211 Reduced 0.82%
25,541 $2.23 Million
Q3 2021

Nov 09, 2021
BUY
$81.78 - $95.14 $44,979 - $52,327
550 Added 2.18%
25,752 $2.11 Million
Q2 2021

Jul 08, 2021
SELL
$85.24 - $94.15 $2,471 - $2,730
-29 Reduced 0.11%
25,202 $2.32 Million
Q1 2021

Jun 17, 2021
SELL
$83.5 - $98.47 $111,973 - $132,048
-1,341 Reduced 5.05%
25,231 $2.15 Million
Q4 2020

May 19, 2021
SELL
$78.07 - $94.43 $96,962 - $117,282
-1,242 Reduced 4.47%
26,572 $2.18 Million
Q3 2020

Sep 07, 2021
BUY
$82.14 - $91.0 $110,560 - $122,486
1,346 Added 5.09%
27,814 $2.43 Million
Q2 2020

Sep 07, 2021
BUY
$80.93 - $91.1 $294,423 - $331,421
3,638 Added 15.94%
26,468 $2.31 Million
Q1 2020

Sep 07, 2021
SELL
$70.67 - $99.01 $35,476 - $49,703
-502 Reduced 2.15%
22,830 $1.81 Million
Q4 2019

Sep 07, 2021
BUY
$84.35 - $95.37 $93,628 - $105,860
1,110 Added 5.0%
23,332 $2.23 Million
Q3 2019

Sep 07, 2021
BUY
$85.54 - $94.26 $217,442 - $239,608
2,542 Added 12.92%
22,222 $1.94 Million
Q2 2019

Sep 07, 2021
BUY
$75.4 - $92.8 $201,845 - $248,425
2,677 Added 15.74%
19,680 $1.81 Million
Q1 2019

Sep 07, 2021
BUY
$75.32 - $86.15 $305,497 - $349,424
4,056 Added 31.33%
17,003 $1.63 Million
Q4 2018

Sep 07, 2021
BUY
$73.66 - $82.02 $175,384 - $195,289
2,381 Added 22.53%
12,947 $1.11 Million
Q3 2018

Sep 07, 2021
BUY
$66.94 - $77.43 $2,008 - $2,322
30 Added 0.28%
10,566 $910,000
Q2 2018

Sep 07, 2021
BUY
$64.91 - $73.36 $24,471 - $27,656
377 Added 3.71%
10,536 $795,000
Q1 2018

Sep 07, 2021
BUY
$70.39 - $84.15 $6,898 - $8,246
98 Added 0.97%
10,159 $821,000
Q4 2017

Sep 07, 2021
SELL
$72.33 - $77.64 $113,702 - $122,050
-1,572 Reduced 13.51%
10,061 $844,000
Q3 2017

Sep 07, 2021
BUY
$74.14 - $77.27 $232,354 - $242,164
3,134 Added 36.87%
11,633 $998,000
Q2 2017

Sep 07, 2021
BUY
N/A
986 Added 13.12%
8,499 $709,000
Q1 2017

Sep 07, 2021
BUY
N/A
147 Added 2.0%
7,513 $558,000
Q4 2016

Sep 07, 2021
BUY
N/A
211 Added 2.95%
7,366 $536,000
Q2 2016

Sep 07, 2021
BUY
N/A
122 Added 1.73%
7,155 $591,000
Q1 2016

Sep 07, 2021
BUY
N/A
7,033
7,033 $502,000

Others Institutions Holding NVS

# of Institutions
1,605
Shares Held
137M
Call Options Held
1.55M
Put Options Held
2.22M
View Full List

About NOVARTIS AG

NVS Quotes by TradingView
  • Ticker NVS
  • Exchange OTC
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,151,000,064
  • Market Cap $283B
  • Description
  • Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...
More about NVS
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email