Geneos Wealth Management Inc. New Mountain Finance Corp Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in New Mountain Finance Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,553 shares of NMFC stock, worth $14,644. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,553
Previous 2,854
45.59%
Holding current value
$14,644
Previous $30,000
53.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding NMFC
# of Institutions
181Shares Held
33.4MCall Options Held
27.6KPut Options Held
0-
Round Table Services, LLC3.8MShares$35.8 Million8.61% of portfolio
-
Lsv Asset Management Chicago, IL2.63MShares$24.8 Million0.06% of portfolio
-
Van Eck Associates Corp2.59MShares$24.4 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.07MShares$19.5 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$15 Million0.0% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $950M
- Description
- New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in ?defensive growth? industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at al...