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 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	Sell	5,719 -2,019	-26%	-$180K	0.02%	643
2025 Q1	$567K	Buy	7,738 +7,347	+1,879%	+$617K	0.01%	844
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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's NLR Position: Q1 2026 in Review

Geneos Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 34% in Q1 2026, selling an estimated $934K and leaving 12,872 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #384.

Geneos Wealth Management first reported a position in NLR in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.41M in Q4 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

Geneos Wealth Management held 12,872 shares of VanEck Uranium + Nuclear Energy ETF worth $1.71M as of Q1 2026.
Geneos Wealth Management sold 6,533 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $934K.
VanEck Uranium + Nuclear Energy ETF made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #384 holding.
Geneos Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2020 and has held it in 14 quarters since.
Geneos Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $2.41M in Q4 2025.
515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.