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Geneos Wealth Management’s Nucor NUE Stock Holding History

Geneos Wealth Management’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.9K Sell
183
-74
-29% -$12.9K ﹤0.01% 1613
2025
Q4 		$41.9K Buy
257
+6
+2% +$902 ﹤0.01% 1460
2025
Q3 		$33.9K Sell
251
-150
-37% -$21.2K ﹤0.01% 1520
2025
Q2 		$52K Sell
401
-153
-28% -$17.9K ﹤0.01% 1551
2025
Q1 		$90.2K Buy
554
+367
+196% +$47.3K ﹤0.01% 1626
2024
Q4 		$21.8K Sell
187
-5
-3% -$719 ﹤0.01% 1687
2024
Q3 		$28.9K Sell
192
-9
-4% -$1.35K ﹤0.01% 1409
2024
Q2 		$31.8K Buy
201
+68
+51% +$11.8K ﹤0.01% 1217
2024
Q1 		$26.3K Sell
133
-9
-6% -$1.65K ﹤0.01% 1272
2023
Q4 		$24.7K Buy
142
+3
+2% +$476 ﹤0.01% 1282
2023
Q3 		$21.7K Buy
139
+9
+7% +$1.49K ﹤0.01% 1349
2023
Q2 		$21.3K Buy
130
+50
+63% +$7.3K ﹤0.01% 1353
2023
Q1 		$12.4K Hold
80
– – ﹤0.01% 1491
2022
Q4 		$10.5K Sell
80
-888
-92% -$121K ﹤0.01% 1520
2022
Q3 		$103K Sell
968
-693
-42% -$87K 0.01% 793
2022
Q2 		$175K Buy
1,661
+686
+70% +$92.8K 0.01% 793
2022
Q1 		$144K Sell
975
-2,155
-69% -$264K 0.01% 946
2021
Q4 		$357K Buy
3,130
+483
+18% +$52.8K 0.01% 678
2021
Q3 		$258K Buy
2,647
+1,354
+105% +$144K 0.01% 760
2021
Q2 		$124K Buy
1,293
+24
+2% +$2.25K ﹤0.01% 1073
2021
Q1 		$104K Buy
1,269
+15
+1% +$909 ﹤0.01% 1290
2020
Q4 		$89K Sell
1,254
-800
-39% -$41.3K ﹤0.01% 1194
2020
Q3 		$92K Hold
2,054
– – ﹤0.01% 979
2020
Q2 		$83K Buy
2,054
+2
+0.1% +$81 ﹤0.01% 1003
2020
Q1 		$68K Sell
2,052
-1,566
-43% -$69.5K ﹤0.01% 990
2019
Q4 		$205K Buy
3,618
+819
+29% +$44.7K 0.01% 695
2019
Q3 		$139K Buy
2,799
+105
+4% +$5.48K 0.01% 778
2019
Q2 		$148K Sell
2,694
-613
-19% -$33.7K 0.01% 772
2019
Q1 		$192K Hold
3,307
– – 0.01% 654
2018
Q4 		$171K Sell
3,307
-1,813
-35% -$107K 0.01% 649
2018
Q3 		$324K Buy
5,120
+943
+23% +$60.4K 0.02% 486
2018
Q2 		$261K Buy
4,177
+271
+7% +$17.3K 0.02% 490
2018
Q1 		$238K Buy
3,906
+224
+6% +$14.8K 0.02% 495
2017
Q4 		$234K Sell
3,682
-865
-19% -$50.6K 0.02% 493
2017
Q3 		$254K Buy
4,547
+1,035
+29% +$58.5K 0.03% 446
2017
Q2 		$203K Buy
3,512
+100
+3% +$5.86K 0.02% 496
2017
Q1 		$203K Buy
3,412
+379
+12% +$23.2K 0.02% 477
2016
Q4 		$180K Buy
3,033
+533
+21% +$29.8K 0.02% 482
2016
Q3 		$123K Hold
2,500
– – 0.02% 548
2016
Q2 		$124K Sell
2,500
-260
-9% -$12.7K 0.02% 543
2016
Q1 		$131K Buy
+2,760
New +$112K 0.02% 520

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneos Wealth Management's NUE Position: Q1 2026 in Review

Geneos Wealth Management reduced its Nucor (NUE) stake by 29% in Q1 2026, selling an estimated $12.9K and leaving 183 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Geneos Wealth Management first reported a position in NUE in Q1 2016 and has held it in 41 quarters since. The position peaked at $357K in Q4 2021. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Geneos Wealth Management held 183 shares of Nucor worth $30.9K as of Q1 2026.
  • Geneos Wealth Management sold 74 Nucor shares in Q1 2026, an estimated $12.9K.
  • Nucor made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1613 holding.
  • Geneos Wealth Management first reported a position in Nucor in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Nucor position peaked at $357K in Q4 2021.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.