GWM
NUVA

Geneos Wealth Management’s NuVasive, Inc. NUVA Stock Holding History

Geneos Wealth Management’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-27
Closed -$1K – 3170
2021
Q1 		$1K Buy
+27
New +$1.62K ﹤0.01% 3089

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geneos Wealth Management's NUVA Position: Q2 2021 in Review

Geneos Wealth Management sold out of NuVasive, Inc. (NUVA) in Q2 2021, closing a stake of 27 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in NUVA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 259 funds tracked by Wall St. Rank hold NUVA as of Q2 2021.

  • Geneos Wealth Management reported no remaining NuVasive, Inc. position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 27 NuVasive, Inc. shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in NuVasive, Inc. in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's NuVasive, Inc. position peaked at $1K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.