Geneos Wealth Management Inc. - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 267 filers reported holding NEW JERSEY RES in Q4 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of NEW JERSEY RES
ValueSharesWeighting
Q2 2022$234,000
-0.8%
5,1560.0%0.01%
+20.0%
Q1 2022$236,000
+11.8%
5,1560.0%0.01%
+25.0%
Q4 2021$211,000
+15.3%
5,1560.0%0.01%
+14.3%
Q3 2021$183,000
-11.2%
5,1560.0%0.01%
-12.5%
Q2 2021$206,000
-15.2%
5,156
-11.2%
0.01%
+14.3%
Q1 2021$243,000
+5.2%
5,8040.0%0.01%
-22.2%
Q4 2020$231,000
+50.0%
5,8040.0%0.01%
+12.5%
Q3 2020$154,000
-14.9%
5,8040.0%0.01%
-20.0%
Q2 2020$181,000
-4.7%
5,8040.0%0.01%
-23.1%
Q1 2020$190,000
-25.2%
5,8040.0%0.01%
-7.1%
Q4 2019$254,000
-2.7%
5,8040.0%0.01%
-12.5%
Q3 2019$261,000
-9.4%
5,8040.0%0.02%
-11.1%
Q2 2019$288,000
-0.3%
5,8040.0%0.02%
-5.3%
Q1 2019$289,000
+9.9%
5,8040.0%0.02%0.0%
Q4 2018$263,000
-1.5%
5,8040.0%0.02%
+5.6%
Q3 2018$267,000
+3.1%
5,8040.0%0.02%
-10.0%
Q2 2018$259,000
+11.6%
5,8040.0%0.02%0.0%
Q1 2018$232,000
-0.4%
5,8040.0%0.02%
-4.8%
Q4 2017$233,000
-4.5%
5,8040.0%0.02%
-12.5%
Q3 2017$244,000
+275.4%
5,804
+252.2%
0.02%
+242.9%
Q2 2017$65,0000.0%1,6480.0%0.01%0.0%
Q1 2017$65,000
+12.1%
1,6480.0%0.01%
-12.5%
Q4 2016$58,000
+7.4%
1,6480.0%0.01%
+14.3%
Q3 2016$54,000
-14.3%
1,6480.0%0.01%
-22.2%
Q2 2016$63,000
+5.0%
1,6480.0%0.01%0.0%
Q1 2016$60,0001,6480.01%
Other shareholders
NEW JERSEY RES shareholders Q4 2020
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 206,505$10,986,0662.10%
FOREFRONT WEALTH MANAGEMENT INC. 17,918$953,2611.25%
MATTERN CAPITAL MANAGEMENT, LLC 130,426$6,938,6631.22%
JOHN G ULLMAN & ASSOCIATES INC 137,063$7,2921.13%
Hartford Financial Management Inc. 76,500$4,069,8001.05%
MOODY ALDRICH PARTNERS LLC 89,969$4,786,3510.97%
Bragg Financial Advisors, Inc 290,453$15,452,1000.91%
ICON ADVISERS INC/CO 56,300$2,995,1600.76%
Smallwood Wealth Investment Management, LLC 12,680$674,5600.64%
Clear Harbor Asset Management, LLC 106,933$5,688,8360.59%
View complete list of NEW JERSEY RES shareholders