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Geneos Wealth Management’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Geneos Wealth Management’s Portfolio NUHY Stock Details NUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,556
Closed -$38K – 3144
2020
Q4 		$38K Buy
+1,556
New +$38.6K ﹤0.01% 1589

Other funds holding NUHY

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's NUHY Position: Q1 2021 in Review

Geneos Wealth Management sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q1 2021, closing a stake of 1,556 shares — an estimated $38K sold.

Geneos Wealth Management first reported a position in NUHY in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 25 funds tracked by Wall St. Rank hold NUHY as of Q1 2021.

  • Geneos Wealth Management reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 1,556 Nuveen ESG High Yield Corporate Bond ETF shares in Q1 2021, an estimated $38K.
  • Geneos Wealth Management first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Geneos Wealth Management's Nuveen ESG High Yield Corporate Bond ETF position peaked at $38K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.