Position in NVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,744,607
-$5,891,212 QoQ
Shares Held
11,132
-77.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#466
of 1,602 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $48,413,418 across 14 Drug Manufacturers - General names. NVS ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,543 | $12,645,591 | |
| 2 | ABBV |
AbbVie Inc.
|
40,073 | $10,083,969 | |
| 3 | JNJ |
Johnson & Johnson
|
27,094 | $6,881,063 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
46,311 | $5,850,931 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
94,459 | $5,442,727 | |
| 6 | AMGN |
Amgen Inc
|
7,107 | $2,573,586 | |
| 7 | MRK |
Merck & Co., Inc.
|
14,481 | $1,860,808 | |
| 8 | NVS |
Novartis AG
This page
|
11,132 | $1,744,607 |
All Filings in NVS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,607 | 11,132 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,635,819 | 49,989 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,939,628 | 64,841 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,304,822 | 64,760 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,138,595 | 50,728 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,996,509 | 53,790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,934,480 | 30,156 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,346,851 | 29,098 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,870,268 | 26,961 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,459,456 | 25,426 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,384,204 | 23,613 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,344,104 | 23,013 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,215,479 | 21,955 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,881,768 | 20,454 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,194,516 | 24,190 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,787,147 | 23,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,280,365 | 26,977 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,335,115 | 26,611 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,234,071 | 25,541 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,105,998 | 25,752 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,299,430 | 25,202 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,156,745 | 25,231 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $2,509,193 | 26,572 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $2,418,705 | 27,814 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $2,311,715 | 26,468 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,882,333 | 22,830 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||