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Geneos Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Geneos Wealth Management’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-58
Closed -$2.56K – 2526
2025
Q3 		$2.56K Buy
+58
New +$2.47K ﹤0.01% 2286
2021
Q1 		– Sell
-208
Closed -$8K – 3145
2020
Q4 		$8K Buy
+208
New +$7.19K ﹤0.01% 2312

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 58 shares — an estimated $2.56K sold.

Geneos Wealth Management first reported a position in NUSC in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

  • Geneos Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 58 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $2.56K.
  • Geneos Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $8K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

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