GEH
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General Equity Holdings’s Nu Holdings NU Stock Holding History

General Equity Holdings’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.51M Sell
522,400
-62,000
-11% -$1M 5.57% 4
2025
Q4 		$9.78M Sell
584,400
-50,000
-8% -$804K 6.11% 3
2025
Q3 		$10.2M Buy
+634,400
New +$8.85M 6.18% 2

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

General Equity Holdings's NU Position: Q1 2026 in Review

General Equity Holdings reduced its Nu Holdings (NU) stake by 11% in Q1 2026, selling an estimated $1M and leaving 522,400 shares worth $7.51M. The position accounts for 5.57% of the portfolio, ranked #4.

General Equity Holdings first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.2M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • General Equity Holdings held 522,400 shares of Nu Holdings worth $7.51M as of Q1 2026.
  • General Equity Holdings sold 62,000 Nu Holdings shares in Q1 2026, an estimated $1M.
  • Nu Holdings made up 5.57% of General Equity Holdings's portfolio in Q1 2026, its #4 holding.
  • General Equity Holdings first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • General Equity Holdings's Nu Holdings position peaked at $10.2M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on General Equity Holdings's 13F filing for Q1 2026, filed 15 May 2026.