Geneos Wealth Management’s Nu Skin NUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$4.24K	–	2146
2023 Q3	$4.24K	Hold	200	–	–	﹤0.01%	1791
2023 Q2	$6.64K	Hold	200	–	–	﹤0.01%	1672
2023 Q1	$7.86K	Buy	+200	New	+$8.31K	﹤0.01%	1611
2019 Q4	–	Sell	-124	Closed	-$5K	–	2567
2019 Q3	$5K	Hold	124	–	–	﹤0.01%	2107
2019 Q2	$6K	Hold	124	–	–	﹤0.01%	2077
2019 Q1	$5K	Sell	124 -943	-88%	-$57.1K	﹤0.01%	2048
2018 Q4	$63K	Buy	1,067 +6	+0.6%	+$405	﹤0.01%	998
2018 Q3	$87K	Buy	1,061 +4	+0.4%	+$318	0.01%	941
2018 Q2	$82K	Buy	1,057 +4	+0.4%	+$310	0.01%	851
2018 Q1	$77K	Buy	1,053 +5	+0.5%	+$355	0.01%	838
2017 Q4	$71K	Buy	1,048 +5	+0.5%	+$323	0.01%	869
2017 Q3	$64K	Buy	1,043 +5	+0.5%	+$307	0.01%	852
2017 Q2	$65K	Buy	1,038 +6	+0.6%	+$342	0.01%	833
2017 Q1	$57K	Buy	1,032 +6	+0.6%	+$309	0.01%	841
2016 Q4	$49K	Buy	1,026 +7	+0.7%	+$392	0.01%	848
2016 Q3	$66K	Buy	1,019 +5	+0.5%	+$281	0.01%	715
2016 Q2	$47K	Buy	1,014 +8	+0.8%	+$322	0.01%	827
2016 Q1	$39K	Buy	+1,006	New	+$33.3K	0.01%	878

Other funds holding NUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's NUS Position: Q4 2023 in Review

Geneos Wealth Management sold out of Nu Skin (NUS) in Q4 2023, closing a stake of 200 shares — an estimated $4.24K sold.

Geneos Wealth Management first reported a position in NUS in Q1 2016 and held it in 18 quarters. The position peaked at $87K in Q3 2018. 212 funds tracked by Wall St. Rank hold NUS as of Q4 2023.

Geneos Wealth Management reported no remaining Nu Skin position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 200 Nu Skin shares in Q4 2023, an estimated $4.24K.
Geneos Wealth Management first reported a position in Nu Skin in Q1 2016 and held it in 18 quarters.
Geneos Wealth Management's Nu Skin position peaked at $87K in Q3 2018.
212 funds tracked by Wall St. Rank held Nu Skin as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.