GeoWealth Management’s Nebius Group N.V. NBIS Stock Holding History

GeoWealth Management’s Portfolio NBIS Stock Details NBIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$977K	Sell	3,538 -3,194	-47%	-$633K	0.03%	333
2026 Q1	$699K	Buy	6,732 +2,635	+64%	+$263K	0.03%	389
2025 Q4	$343K	Sell	4,097 -236	-5%	-$24.5K	0.01%	529
2025 Q3	$486K	Buy	4,333 +950	+28%	+$66K	0.02%	458
2025 Q2	$187K	Buy	+3,383	New	+$116K	0.01%	678
2025 Q1	–	Sell	-3,178	Closed	-$88K	–	1821
2024 Q4	$88K	Buy	+3,178	New	+$77.5K	﹤0.01%	1005

Other funds holding NBIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

GeoWealth Management's NBIS Position: Q2 2026 in Review

GeoWealth Management reduced its Nebius Group N.V. (NBIS) stake by 47% in Q2 2026, selling an estimated $633K and leaving 3,538 shares worth $977K. The position accounts for 0.03% of the portfolio, ranked #333.

GeoWealth Management first reported a position in NBIS in Q4 2024 and has held it in 6 quarters since. 1,060 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

GeoWealth Management held 3,538 shares of Nebius Group N.V. worth $977K as of Q2 2026.
GeoWealth Management sold 3,194 Nebius Group N.V. shares in Q2 2026, an estimated $633K.
Nebius Group N.V. made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #333 holding.
GeoWealth Management first reported a position in Nebius Group N.V. in Q4 2024 and has held it in 6 quarters since.
1,060 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.