Geneos Wealth Management’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
20,392
+16,708
| +454% | +$229K | 0.01% | 882 |
|
|
2025
Q1 | $37.7K | Buy |
3,684
+2,229
| +153% | +$22.8K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $15.1K | Sell |
1,455
-821
| -36% | -$8.51K | ﹤0.01% | 1864 |
|
|
2024
Q3 | $31.1K | Buy |
+2,276
| New | +$31.1K | ﹤0.01% | 1377 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$4.76K | – | 2101 |
|
|
2023
Q1 | $4.76K | Buy |
+1,000
| New | +$4.76K | ﹤0.01% | 1739 |
|