Geneos Wealth Management Inc. NULV — NUSHARES ETF TR

Ownership history in Geneos Wealth Management Inc.  ·  16 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported NUSHARES ETF TR (NULV) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows NULV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NULV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NULV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NULV stock page Geneos Wealth Management Inc. fund profile Geneos Wealth Management Inc. full holdings
How Geneos Wealth Management Inc. held NULV — position size vs. price
% of Fund (quarterly)    NULV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 272 +48 +21.4% 0.00% $12K 2025-10-22 $43.39
2024 Q4 UNCHANGED — — — 224 — 0% 0.00% $9K 2025-01-21 $40.37
2024 Q3 REDUCED 18.5% -4.0% ✅ 224 -51 -18.5% 0.00% $9K 2024-11-14 $40.36
2024 Q2 UNCHANGED — — — 275 — 0% 0.00% $10K 2024-07-23 $37.65
2024 Q1 REDUCED 38.5% -3.2% ✅ 275 -172 -38.5% 0.00% $11K 2024-05-03 $36.09
2023 Q4 REDUCED 24.9% +7.5% ❌ 447 -148 -24.9% 0.00% $16K 2024-01-26 $34.56
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NULV

As of 2026 Q1 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 8.1% Invera Wealth Advisors, LLC 2.02% Balanced Rock Investment Advisors LLC 1.85% rebel Financial LLC 1.76% Evolution Advisers, Inc. 3Y 1.45% CRUX WEALTH ADVISORS 1.42% Sincerus Advisory, LLC 1.31% Plum Street Advisors, LLC 1.22% REGATTA CAPITAL GROUP, LLC 3Y 1.02% TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.84%

FAQ About Geneos Wealth Management Inc. and NULV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning NULV?

Geneos Wealth Management Inc. reported NULV across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NULV position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for NULV was 0.00% in 2023 Q4.

What is the latest reported NULV position on this page?

The most recent filing on this page is 2025 Q3, when Geneos Wealth Management Inc. reported 272 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this NULV ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly NULV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Geneos Wealth Management Inc. time their NULV position?

Based on 13F filing dates vs. subsequent NULV price moves, Geneos Wealth Management Inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on NULV relative to SPY over the holding period was -5.6%.

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