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Geneos Wealth Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Geneos Wealth Management’s Portfolio NLR Stock Details NLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
12,420
-452
-4% -$60.3K 0.03% 457
2026
Q1 		$1.71M Sell
12,872
-6,533
-34% -$934K 0.04% 384
2025
Q4 		$2.41M Buy
19,405
+3,806
+24% +$523K 0.06% 323
2025
Q3 		$2.12M Buy
15,599
+9,880
+173% +$1.18M 0.05% 334
2025
Q2 		$636K Buy
5,719
+1,850
+48% +$164K 0.02% 643
2025
Q1 		$283K Buy
3,869
+3,478
+890% +$292K 0.01% 789
2024
Q4 		$31.8K Buy
391
+235
+151% +$21K ﹤0.01% 1519
2024
Q3 		$13K Sell
156
-554
-78% -$42.8K ﹤0.01% 1723
2024
Q2 		$56.8K Buy
710
+554
+355% +$45.2K ﹤0.01% 1031
2024
Q1 		$11.8K Sell
156
-1,687
-92% -$126K ﹤0.01% 1506
2023
Q4 		$132K Buy
1,843
+733
+66% +$52.2K 0.01% 767
2023
Q3 		$78.6K Buy
+1,110
New +$70.8K ﹤0.01% 943
2021
Q3 		– Sell
-500
Closed -$26K – 2883
2021
Q2 		$26K Hold
500
– – ﹤0.01% 1783
2021
Q1 		$26K Hold
500
– – ﹤0.01% 1938
2020
Q4 		$26K Buy
+500
New +$23.9K ﹤0.01% 1759

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's NLR Position: Q2 2026 in Review

Geneos Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 3.5% in Q2 2026, selling an estimated $60.3K and leaving 12,420 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #457.

Geneos Wealth Management first reported a position in NLR in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.41M in Q4 2025. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Geneos Wealth Management held 12,420 shares of VanEck Uranium + Nuclear Energy ETF worth $1.44M as of Q2 2026.
  • Geneos Wealth Management sold 452 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $60.3K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Geneos Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2020 and has held it in 15 quarters since.
  • Geneos Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $2.41M in Q4 2025.
  • 531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.