Geneos Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-272	Closed	-$11.9K	–	2523
2025 Q3	$11.9K	Buy	+272	New	+$11.6K	﹤0.01%	1905
2025 Q1	–	Sell	-224	Closed	-$8.82K	–	3123
2024 Q4	$8.82K	Hold	224	–	–	﹤0.01%	2099
2024 Q3	$9.35K	Sell	224 -51	-19%	-$2.02K	﹤0.01%	1861
2024 Q2	$10.4K	Hold	275	–	–	﹤0.01%	1540
2024 Q1	$10.7K	Sell	275 -172	-38%	-$6.32K	﹤0.01%	1533
2023 Q4	$16.1K	Sell	447 -148	-25%	-$5.06K	﹤0.01%	1429
2023 Q3	$20K	Sell	595 -56	-9%	-$1.96K	﹤0.01%	1369
2023 Q2	$22.6K	Hold	651	–	–	﹤0.01%	1331
2023 Q1	$22.2K	Hold	651	–	–	﹤0.01%	1312
2022 Q4	$22.3K	Hold	651	–	–	﹤0.01%	1304
2022 Q3	$20K	Hold	651	–	–	﹤0.01%	1327
2022 Q2	$21K	Hold	651	–	–	﹤0.01%	1666
2022 Q1	$24K	Hold	651	–	–	﹤0.01%	1718
2021 Q4	$25K	Hold	651	–	–	﹤0.01%	1772
2021 Q3	$24K	Hold	651	–	–	﹤0.01%	1825
2021 Q2	$24K	Sell	651 -38	-6%	-$1.43K	﹤0.01%	1819
2021 Q1	$25K	Sell	689 -1,374	-67%	-$47.1K	﹤0.01%	1959
2020 Q4	$73K	Buy	+2,063	New	+$64.6K	﹤0.01%	1271

Other funds holding NULV

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 272 shares — an estimated $11.9K sold.

Geneos Wealth Management first reported a position in NULV in Q4 2020 and held it in 18 quarters. The position peaked at $73K in Q4 2020. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

Geneos Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 272 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $11.9K.
Geneos Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and held it in 18 quarters.
Geneos Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $73K in Q4 2020.
275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

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