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 1 filers reported holding VIRTUS ALLIANZGI EQUITY & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 180,659$4,903,0001.66%
SMH CAPITAL ADVISORS INC 15,615$424,0000.69%
Shaker Financial Services, LLC 27,348$742,0000.28%
Advisors Asset Management, Inc. 527,099$14,305,0000.22%
Keystone Financial Group 41,485$1,126,0000.19%
SILVERLAKE WEALTH MANAGEMENT LLC 9,890$268,4150.15%
SIT INVESTMENT ASSOCIATES INC 198,432$5,385,0000.14%
Global Endowment Management, LP 60,000$1,628,0000.12%
Karpus Management, Inc. 131,060$3,557,0000.11%
TILIA FIDUCIARY PARTNERS, INC. 4,619$125,0000.11%
View complete list of VIRTUS ALLIANZGI EQUITY & CO shareholders