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GWM
NLSN
Geneos Wealth Management’s
Nielsen Holdings plc
NLSN
Stock Holding History
Geneos Wealth Management’s Portfolio
NLSN Stock Details
NLSN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-68
Closed
-$1K
–
2876
2022
Q1
$1K
Buy
68
+1
+1%
+$20
﹤0.01%
2733
2021
Q4
$1K
Sell
67
-68
-50%
-$1.39K
﹤0.01%
2756
2021
Q3
$2K
Hold
135
–
–
﹤0.01%
2701
2021
Q2
$3K
Hold
135
–
–
﹤0.01%
2631
2021
Q1
$3K
Hold
135
–
–
﹤0.01%
2855
2020
Q4
$3K
Hold
135
–
–
﹤0.01%
2668
2020
Q3
$1K
Hold
135
–
–
﹤0.01%
2618
2020
Q2
$1K
Hold
135
–
–
﹤0.01%
2552
2020
Q1
$1K
Sell
135
-400
-75%
-$7.5K
﹤0.01%
2463
2019
Q4
$10K
Buy
535
+400
+296%
+$8.13K
﹤0.01%
1994
2019
Q3
$2K
Hold
135
–
–
﹤0.01%
2354
2019
Q2
$3K
Hold
135
–
–
﹤0.01%
2283
2019
Q1
$3K
Hold
135
–
–
﹤0.01%
2205
2018
Q4
$3K
Sell
135
-1,652
-92%
-$42.8K
﹤0.01%
2164
2018
Q3
$49K
Buy
1,787
+1,652
+1,224%
+$44.5K
﹤0.01%
1186
2018
Q2
$4K
Hold
135
–
–
﹤0.01%
2015
2018
Q1
$4K
Hold
135
–
–
﹤0.01%
1934
2017
Q4
$4K
Hold
135
–
–
﹤0.01%
1914
2017
Q3
$5K
Hold
135
–
–
﹤0.01%
1789
2017
Q2
$5K
Hold
135
–
–
﹤0.01%
1757
2017
Q1
$5K
Buy
135
+92
+214%
+$3.94K
﹤0.01%
1709
2016
Q4
$1K
Hold
43
–
–
﹤0.01%
2039
2016
Q3
$2K
Buy
+43
New
+$2.29K
﹤0.01%
1838
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1-Year Est. Return
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1-Year Est. Return
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$1.31B AUM
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1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$761B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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