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GenWealth Group’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

GenWealth Group’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,182
Closed -$727K – 72
2023
Q4 		$727K Buy
+17,182
New +$653K 0.2% 43
2023
Q3 		– Sell
-16,676
Closed -$651K – 69
2023
Q2 		$651K Buy
16,676
+252
+2% +$9.35K 0.19% 46
2023
Q1 		$628K Buy
16,424
+232
+1% +$8.74K 0.19% 44
2022
Q4 		$570K Buy
+16,192
New +$563K 0.19% 48
2022
Q2 		– Sell
-9,611
Closed -$421K – 69
2022
Q1 		$421K Buy
+9,611
New +$415K 0.12% 46

Other funds holding NUMG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GenWealth Group's NUMG Position: Q1 2024 in Review

GenWealth Group sold out of Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q1 2024, closing a stake of 17,182 shares — an estimated $727K sold.

GenWealth Group first reported a position in NUMG in Q1 2022 and held it in 5 quarters. The position peaked at $727K in Q4 2023. 126 funds tracked by Wall St. Rank hold NUMG as of Q1 2024.

  • GenWealth Group reported no remaining Nuveen ESG Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • GenWealth Group sold 17,182 Nuveen ESG Mid-Cap Growth ETF shares in Q1 2024, an estimated $727K.
  • GenWealth Group first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q1 2022 and held it in 5 quarters.
  • GenWealth Group's Nuveen ESG Mid-Cap Growth ETF position peaked at $727K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q1 2024.

Based on GenWealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.