Gen-Wealth Partners’s Nu Holdings NU Stock Holding History

Gen-Wealth Partners’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,670	Closed	-$73.5K	–	668
2024 Q3	$73.5K	Buy	+4,670	New	+$62.8K	0.03%	338

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's NU Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 4,670 shares — an estimated $73.5K sold.

Gen-Wealth Partners first reported a position in NU in Q3 2024 and held it in 1 quarter. The position peaked at $73.5K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Gen-Wealth Partners reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 4,670 Nu Holdings shares in Q4 2024, an estimated $73.5K.
Gen-Wealth Partners first reported a position in Nu Holdings in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Nu Holdings position peaked at $73.5K in Q3 2024.
709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.