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 Q3	$39.7K	Hold	1,000	–	–	﹤0.01%	1794
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%	-$1.08K	﹤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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Geneos Wealth Management's NUDM Position: Q3 2026 in Review

Geneos Wealth Management held its Nuveen ESG International Developed Markets Equity ETF (NUDM) position steady in Q3 2026 at 1,000 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Geneos Wealth Management first reported a position in NUDM in Q4 2020 and has held it in 12 quarters since. The position peaked at $52K in Q4 2020. 145 funds tracked by Wall St. Rank hold NUDM as of Q3 2026.

Geneos Wealth Management held 1,000 shares of Nuveen ESG International Developed Markets Equity ETF worth $39.7K as of Q3 2026.
Geneos Wealth Management left its Nuveen ESG International Developed Markets Equity ETF share count unchanged in Q3 2026.
Nuveen ESG International Developed Markets Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1794 holding.
Geneos Wealth Management first reported a position in Nuveen ESG International Developed Markets Equity ETF in Q4 2020 and has held it in 12 quarters since.
Geneos Wealth Management's Nuveen ESG International Developed Markets Equity ETF position peaked at $52K in Q4 2020.
145 funds tracked by Wall St. Rank held Nuveen ESG International Developed Markets Equity ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.