# VIRTUS CONVERTIBLE & INC FD (NCZXXXX)

> Institutional ownership reported to the SEC as of Q2 2025, from Form 13F filings. Source: https://holderbook.com/stocks/NCZXXXX/

- Reporting holders: 1
- Reported value: $128.6K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $128.6K | 10,014 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2025 | 1 | $128.6K |
| Q1 2025 | 3 | $2.8M |
| Q4 2024 | 81 | $93.4M |
| Q3 2024 | 82 | $90.1M |
| Q2 2024 | 74 | $81.7M |
| Q1 2024 | 70 | $137.3M |
| Q4 2023 | 78 | $101.3M |
| Q3 2023 | 71 | $63.6M |
| Q2 2023 | 71 | $66.8M |
| Q1 2023 | 69 | $63.2M |
| Q4 2022 | 68 | $60.6M |
| Q3 2022 | 66 | $54.6M |