Geneos Wealth Management’s Nu Holdings NU Stock Holding History

Geneos Wealth Management’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
2026 Q1	$260K	Sell	18,113 -894	-5%	-$14.5K	0.01%	878
2025 Q4	$318K	Hold	19,007	–	–	0.01%	790
2025 Q3	$304K	Sell	19,007 -1,385	-7%	-$19.3K	0.01%	779
2025 Q2	$280K	Buy	20,392 +16,708	+454%	+$200K	0.01%	882
2025 Q1	$37.7K	Buy	3,684 +2,229	+153%	+$26.3K	﹤0.01%	2050
2024 Q4	$15.1K	Sell	1,455 -821	-36%	-$10.9K	﹤0.01%	1864
2024 Q3	$31.1K	Buy	+2,276	New	+$30.6K	﹤0.01%	1377
2023 Q2	–	Sell	-1,000	Closed	-$4.76K	–	2101
2023 Q1	$4.76K	Buy	+1,000	New	+$4.46K	﹤0.01%	1739

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geneos Wealth Management reduced its Nu Holdings (NU) stake by 4.7% in Q1 2026, selling an estimated $14.5K and leaving 18,113 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #878.

Geneos Wealth Management first reported a position in NU in Q1 2023 and has held it in 8 quarters since. The position peaked at $318K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Geneos Wealth Management held 18,113 shares of Nu Holdings worth $260K as of Q1 2026.
Geneos Wealth Management sold 894 Nu Holdings shares in Q1 2026, an estimated $14.5K.
Nu Holdings made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #878 holding.
Geneos Wealth Management first reported a position in Nu Holdings in Q1 2023 and has held it in 8 quarters since.
Geneos Wealth Management's Nu Holdings position peaked at $318K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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