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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
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 $26B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $198M AUM 15.52% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return