Geneos Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-94	Closed	-$9.35K	–	2522
2025 Q3	$9.35K	Buy	+94	New	+$9.14K	﹤0.01%	1979
2025 Q1	–	Sell	-385	Closed	-$33K	–	3142
2024 Q4	$33K	Hold	385	–	–	﹤0.01%	1499
2024 Q3	$31.8K	Hold	385	–	–	﹤0.01%	1368
2024 Q2	$31.2K	Hold	385	–	–	﹤0.01%	1222
2024 Q1	$29.4K	Sell	385 -27	-7%	-$1.96K	﹤0.01%	1252
2023 Q4	$28.6K	Hold	412	–	–	﹤0.01%	1244
2023 Q3	$24.7K	Hold	412	–	–	﹤0.01%	1298
2023 Q2	$25.6K	Hold	412	–	–	﹤0.01%	1288
2023 Q1	$23K	Sell	412 -56	-12%	-$2.96K	﹤0.01%	1299
2022 Q4	$22.9K	Hold	468	–	–	﹤0.01%	1297
2022 Q3	$21K	Hold	468	–	–	﹤0.01%	1310
2022 Q2	$22K	Hold	468	–	–	﹤0.01%	1648
2022 Q1	$28K	Hold	468	–	–	﹤0.01%	1638
2021 Q4	$32K	Hold	468	–	–	﹤0.01%	1671
2021 Q3	$30K	Hold	468	–	–	﹤0.01%	1728
2021 Q2	$30K	Sell	468 -31	-6%	-$1.9K	﹤0.01%	1718
2021 Q1	$30K	Sell	499 -919	-65%	-$53.1K	﹤0.01%	1877
2020 Q4	$79K	Buy	+1,418	New	+$76.3K	﹤0.01%	1239

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's NULG Position: Q4 2025 in Review

Geneos Wealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2025, closing a stake of 94 shares — an estimated $9.35K sold.

Geneos Wealth Management first reported a position in NULG in Q4 2020 and held it in 18 quarters. The position peaked at $79K in Q4 2020. 287 funds tracked by Wall St. Rank hold NULG as of Q4 2025.

Geneos Wealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 94 Nuveen ESG Large-Cap Growth ETF shares in Q4 2025, an estimated $9.35K.
Geneos Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and held it in 18 quarters.
Geneos Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $79K in Q4 2020.
287 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.