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Centurion Wealth Management’s Nuveen Core Equity Alpha Fund JCE Stock Holding History

Centurion Wealth Management’s Portfolio JCE Stock Details JCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
12,771
+291
+2% +$4.67K 0.05% 270
2026
Q1 		$184K Hold
12,480
– – 0.04% 301
2025
Q4 		$199K Buy
12,480
+490
+4% +$7.72K 0.04% 296
2025
Q3 		$189K Buy
11,990
+245
+2% +$3.81K 0.04% 293
2025
Q2 		$182K Buy
11,745
+255
+2% +$3.71K 0.05% 228
2025
Q1 		$183K Hold
11,490
– – 0.06% 207
2024
Q4 		$183K Buy
11,490
+461
+4% +$7.13K 0.06% 207
2024
Q3 		$170K Buy
+11,029
New +$164K 0.05% 212

Other funds holding JCE

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Centurion Wealth Management's JCE Position: Q2 2026 in Review

Centurion Wealth Management increased its Nuveen Core Equity Alpha Fund (JCE) stake by 2.3% in Q2 2026, buying an estimated $4.67K and bringing the position to 12,771 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #270.

Centurion Wealth Management first reported a position in JCE in Q3 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold JCE as of Q2 2026.

  • Centurion Wealth Management held 12,771 shares of Nuveen Core Equity Alpha Fund worth $209K as of Q2 2026.
  • Centurion Wealth Management bought 291 Nuveen Core Equity Alpha Fund shares in Q2 2026, an estimated $4.67K.
  • Nuveen Core Equity Alpha Fund made up 0.05% of Centurion Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Centurion Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q3 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.