TriaGen Wealth Management’s Nu Holdings NU Stock Holding History

TriaGen Wealth Management’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	–	Sell	-12,800	Closed	-$214K	–	194
2025 Q4	$214K	Buy	12,800 +300	+2%	+$4.82K	0.06%	169
2025 Q3	$200K	Hold	12,500	–	–	0.05%	178
2025 Q2	$172K	Hold	12,500	–	–	0.05%	168
2025 Q1	$128K	Buy	12,500 +1,500	+14%	+$17.7K	0.05%	160
2024 Q4	$114K	Sell	11,000 -15,243	-58%	-$203K	0.04%	165
2024 Q3	$358K	Buy	+26,243	New	+$353K	0.12%	127

Other funds holding NU

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TriaGen Wealth Management's NU Position: Q1 2026 in Review

TriaGen Wealth Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 12,800 shares — an estimated $214K sold.

TriaGen Wealth Management first reported a position in NU in Q3 2024 and held it in 6 quarters. The position peaked at $358K in Q3 2024. 904 funds tracked by Wall St. Rank hold NU as of Q1 2026.

TriaGen Wealth Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 12,800 Nu Holdings shares in Q1 2026, an estimated $214K.
TriaGen Wealth Management first reported a position in Nu Holdings in Q3 2024 and held it in 6 quarters.
TriaGen Wealth Management's Nu Holdings position peaked at $358K in Q3 2024.
904 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.