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GeoWealth Management’s Nu Holdings NU Stock Holding History

GeoWealth Management’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$178K Buy
12,961
+9,994
+337% +$137K 0.01% 697
2025
Q1 		$30.4K Sell
2,967
-609
-17% -$6.24K ﹤0.01% 947
2024
Q4 		$37K Buy
3,576
+304
+9% +$3.15K ﹤0.01% 1242
2024
Q3 		$44.7K Buy
+3,272
New +$44.7K ﹤0.01% 1109