Geneos Wealth Management’s Nuveen ESG International Developed Markets Equity ETF NUDM Stock Holding History

Geneos Wealth Management’s Portfolio NUDM Stock Details NUDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	1,000	–	–	﹤0.01%	1542
2026 Q1	$36.1K	Hold	1,000	–	–	﹤0.01%	1550
2025 Q4	$36.2K	Hold	1,000	–	–	﹤0.01%	1515
2025 Q3	$37.6K	Buy	+1,000	New	+$36.3K	﹤0.01%	1485
2022 Q3	–	Sell	-261	Closed	-$6K	–	2401
2022 Q2	$6K	Sell	261 -345	-57%	-$9.26K	﹤0.01%	2136
2022 Q1	$17K	Hold	606	–	–	﹤0.01%	1879
2021 Q4	$18K	Hold	606	–	–	﹤0.01%	1942
2021 Q3	$19K	Hold	606	–	–	﹤0.01%	1943
2021 Q2	$19K	Sell	606 -34	-5%	-$1.07K	﹤0.01%	1942
2021 Q1	$19K	Sell	640 -1,105	-63%	-$33.3K	﹤0.01%	2108
2020 Q4	$52K	Buy	+1,745	New	+$47.9K	﹤0.01%	1443

Other funds holding NUDM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Geneos Wealth Management held its Nuveen ESG International Developed Markets Equity ETF (NUDM) position steady in Q2 2026 at 1,000 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Geneos Wealth Management first reported a position in NUDM in Q4 2020 and has held it in 11 quarters since. The position peaked at $52K in Q4 2020. 156 funds tracked by Wall St. Rank hold NUDM as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Nuveen ESG International Developed Markets Equity ETF worth $40K as of Q2 2026.
Geneos Wealth Management left its Nuveen ESG International Developed Markets Equity ETF share count unchanged in Q2 2026.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1542 holding.
Geneos Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2020 and has held it in 11 quarters since.
Geneos Wealth Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $52K in Q4 2020.
156 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q2 2026.

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