GWM
NUVL

Geneos Wealth Management’s Nuvalent NUVL Stock Holding History

Geneos Wealth Management’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7
Closed -$534 – 2958
2025
Q2 		$534 Sell
7
-7
-50% -$512 ﹤0.01% 3101
2025
Q1 		$993 Buy
14
+7
+100% +$547 ﹤0.01% 3050
2024
Q4 		$548 Buy
+7
New +$654 ﹤0.01% 2874

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geneos Wealth Management's NUVL Position: Q3 2025 in Review

Geneos Wealth Management sold out of Nuvalent (NUVL) in Q3 2025, closing a stake of 7 shares — an estimated $534 sold.

Geneos Wealth Management first reported a position in NUVL in Q4 2024 and held it in 3 quarters. The position peaked at $993 in Q1 2025. 196 funds tracked by Wall St. Rank hold NUVL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Nuvalent position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 7 Nuvalent shares in Q3 2025, an estimated $534.
  • Geneos Wealth Management first reported a position in Nuvalent in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Nuvalent position peaked at $993 in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Nuvalent as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.