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Virtus Convertible & Inc FD
Q2 2025 vs Q3 2026
Comparing institutional holders between quarters
Quarters
Q3 2026
Q2 2025
Q1 2025
Q4 2024
Q3 2024
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
Sort by
Q3 2026 shares — high to low
Q3 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Geneos Wealth Management Inc.
DECREASED
Shares
8,437
from 10,014
Change
-1,577
(-16%)
Value
$119.0K
(-$9.6K)
Filed 2026-11-09
Institution
Status
Q3 2026 ↓
Q2 2025
Change
% Change
Q2 2025 Value
Q3 2026 Value
Value Change
Filed
Geneos Wealth Management Inc.
DECREASED
8,437
10,014
-1,577
-16%
$128.6K
$119.0K
-$9.6K
2026-11-09
Showing 1 of 1 institutions