Geneos Wealth Management Inc. - VIRTUS ALLIANZGI EQUITY & CO ownership

VIRTUS ALLIANZGI EQUITY & CO's ticker is NIE and the CUSIP is 92841M101. A total of 72 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VIRTUS ALLIANZGI EQUITY & CO
ValueSharesWeighting
Q3 2023$2,984
-6.0%
1500.0%0.00%
Q2 2023$3,173
+7.6%
1500.0%0.00%
Q1 2023$2,948
+7.8%
1500.0%0.00%
Q4 2022$2,735
-8.8%
1500.0%0.00%
Q3 2022$3,000
-91.7%
150
-91.5%
0.00%
-100.0%
Q2 2022$36,000
-23.4%
1,7600.0%0.00%0.0%
Q1 2022$47,000
-11.3%
1,7600.0%0.00%0.0%
Q4 2021$53,000
+1.9%
1,7600.0%0.00%0.0%
Q3 2021$52,000
-1.9%
1,7600.0%0.00%0.0%
Q2 2021$53,000
+3.9%
1,7600.0%0.00%
+100.0%
Q1 2021$51,000
+6.2%
1,7600.0%0.00%
-50.0%
Q4 2020$48,0001,7600.00%
Other shareholders
VIRTUS ALLIANZGI EQUITY & CO shareholders Q3 2021
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 171,054$5,156,0001.75%
Logan Stone Capital, LLC 54,465$1,642,0001.64%
Shaker Financial Services, LLC 136,748$4,122,0001.46%
SMH CAPITAL ADVISORS INC 14,796$446,0000.88%
Karpus Management, Inc. 391,138$11,789,0000.34%
Cornerstone Advisors, LLC 200,951$6,057,0000.33%
Advisors Asset Management, Inc. 605,162$18,240,0000.26%
Keystone Financial Group 42,167$1,271,0000.21%
CoreFirst Bank & Trust 10,618$320,0000.21%
Birchcreek Wealth Management, LLC 6,850$206,0000.18%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders