GC Wealth Management RIA’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

GC Wealth Management RIA’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,689	Closed	-$473K	–	539
2025 Q4	$473K	Sell	40,689 -5,233	-11%	-$60.2K	0.02%	370
2025 Q3	$523K	Sell	45,922 -5,576	-11%	-$61.3K	0.02%	544
2025 Q2	$562K	Sell	51,498 -9,290	-15%	-$101K	0.05%	297
2025 Q1	$681K	Sell	60,788 -10,442	-15%	-$119K	0.13%	147
2024 Q4	$803K	Buy	71,230 +8,913	+14%	+$104K	0.14%	123
2024 Q3	$746K	Buy	62,317 +25,899	+71%	+$301K	0.13%	140
2024 Q2	$417K	Sell	36,418 -27,331	-43%	-$299K	0.08%	191
2024 Q1	$706K	Sell	63,749 -9,962	-14%	-$109K	0.14%	128
2023 Q4	$811K	Buy	+73,711	New	+$752K	0.37%	72

Other funds holding NEA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GC Wealth Management RIA's NEA Position: Q1 2026 in Review

GC Wealth Management RIA sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 40,689 shares — an estimated $473K sold.

GC Wealth Management RIA first reported a position in NEA in Q4 2023 and held it in 9 quarters. The position peaked at $811K in Q4 2023. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

GC Wealth Management RIA reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
GC Wealth Management RIA sold 40,689 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $473K.
GC Wealth Management RIA first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 9 quarters.
GC Wealth Management RIA's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $811K in Q4 2023.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.