Virtus Convertible & IncomeNCV
13F holders, Q2 2025 (June 30)1holders −2
0new positions
2sold out
$14.20avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Virtus Convertible & Income (NCV) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holder was Geneos Wealth Management Inc. ($99K).
- Company
- Virtus Convertible & Income
- CUSIP
- 92838X102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 87,416 shares sold, net −87,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.3% | 6,943 | $99K |
"% of holder's portfolio" is NCV's weight in each manager's 13F, not the share of Virtus Convertible & Income the manager owns.