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 Q2	$40.3K	Sell	3,020 -15,093	-83%	-$203K	﹤0.01%	1538
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 +18,997	+1,362%	+$227K	0.01%	882
2025 Q1	$14.3K	Sell	1,395 -60	-4%	-$709	﹤0.01%	2098
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 $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management reduced its Nu Holdings (NU) stake by 83% in Q2 2026, selling an estimated $203K and leaving 3,020 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Geneos Wealth Management first reported a position in NU in Q1 2023 and has held it in 9 quarters since. The position peaked at $318K in Q4 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Geneos Wealth Management held 3,020 shares of Nu Holdings worth $40.3K as of Q2 2026.
Geneos Wealth Management sold 15,093 Nu Holdings shares in Q2 2026, an estimated $203K.
Nu Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1538 holding.
Geneos Wealth Management first reported a position in Nu Holdings in Q1 2023 and has held it in 9 quarters since.
Geneos Wealth Management's Nu Holdings position peaked at $318K in Q4 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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