Geneos Wealth Management Inc. Nuveen Esg Large Cap Value ETF Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Nuveen Esg Large Cap Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 224 shares of NULV stock, worth $9,343. This represents 0.0% of its overall portfolio holdings.

Number of Shares

224

Previous 275 18.55%

Holding current value

$9,343

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$37.61 - $41.72 $1,918 - $2,127	-51 Reduced 18.55%	224 $9,000
Q1 2024 May 03, 2024	SELL	$35.41 - $38.86 $6,090 - $6,683	-172 Reduced 38.48%	275 $10,000
Q4 2023 Jan 26, 2024	SELL	$32.04 - $36.15 $4,741 - $5,350	-148 Reduced 24.87%	447 $16,000
Q3 2023 Oct 11, 2023	SELL	$33.59 - $35.96 $1,881 - $2,013	-56 Reduced 8.6%	595 $19,000
Q2 2021 Jul 08, 2021	SELL	$36.47 - $38.55 $1,385 - $1,464	-38 Reduced 5.52%	651 $24,000
Q1 2021 Jun 17, 2021	SELL	$32.32 - $36.47 $44,407 - $50,109	-1,374 Reduced 66.6%	689 $25,000
Q4 2020 May 19, 2021	BUY	$28.34 - $33.34 $58,465 - $68,780	2,063 New	2,063 $73,000

Others Institutions Holding NULV

# of Institutions

259

Shares Held

41.6M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG LARGE-CAP VALUE ETF

Ticker NULV
Sector ETFs
Industry ETFs

More about NULV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Nuveen Esg Large Cap Value ETF Transaction History