GWM
Geneos Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224
| Closed | -$8.82K | – | 3143 |
|
|
2024
Q4 | $8.82K | Hold |
224
| – | – | ﹤0.01% | 2099 |
|
|
2024
Q3 | $9.35K | Sell |
224
-51
| -19% | -$2.13K | ﹤0.01% | 1861 |
|
|
2024
Q2 | $10.4K | Hold |
275
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q1 | $10.7K | Sell |
275
-172
| -38% | -$6.68K | ﹤0.01% | 1533 |
|
|
2023
Q4 | $16.1K | Sell |
447
-148
| -25% | -$5.32K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $20K | Sell |
595
-56
| -9% | -$1.88K | ﹤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% | -$1.4K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $25K | Sell |
689
-1,374
| -67% | -$49.9K | ﹤0.01% | 1959 |
|
|
2020
Q4 | $73K | Buy |
+2,063
| New | +$73K | ﹤0.01% | 1271 |
|