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 Q3	$221K	Buy	13,059 +288	+2%	+$4.83K	0.05%	260
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Centurion Wealth Management's JCE Position: Q3 2026 in Review

Centurion Wealth Management increased its Nuveen Core Equity Alpha Fund (JCE) stake by 2.3% in Q3 2026, buying an estimated $4.83K and bringing the position to 13,059 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #260.

Centurion Wealth Management first reported a position in JCE in Q3 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold JCE as of Q3 2026.

Centurion Wealth Management held 13,059 shares of Nuveen Core Equity Alpha Fund worth $221K as of Q3 2026.
Centurion Wealth Management bought 288 Nuveen Core Equity Alpha Fund shares in Q3 2026, an estimated $4.83K.
Nuveen Core Equity Alpha Fund made up 0.05% of Centurion Wealth Management's portfolio in Q3 2026, its #260 holding.
Centurion Wealth Management first reported a position in Nuveen Core Equity Alpha Fund in Q3 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held Nuveen Core Equity Alpha Fund as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.