Gen-Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gen-Wealth Partners’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-429	Closed	-$3.52K	–	709
2025 Q3	$3.52K	Sell	429 -500	-54%	-$4.05K	﹤0.01%	585
2025 Q2	$7.45K	Hold	929	–	–	﹤0.01%	479
2025 Q1	$7.39K	Hold	929	–	–	﹤0.01%	466
2024 Q4	$7.3K	Hold	929	–	–	﹤0.01%	492
2024 Q3	$7.44K	Hold	929	–	–	﹤0.01%	515
2024 Q2	$6.94K	Hold	929	–	–	﹤0.01%	495
2024 Q1	$6.68K	Buy	+929	New	+$6.59K	﹤0.01%	481

Other funds holding JPC

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Gen-Wealth Partners's JPC Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 429 shares — an estimated $3.52K sold.

Gen-Wealth Partners first reported a position in JPC in Q1 2024 and held it in 7 quarters. The position peaked at $7.45K in Q2 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

Gen-Wealth Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 429 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $3.52K.
Gen-Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 7 quarters.
Gen-Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $7.45K in Q2 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.