GWM
BXMX

Geneos Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Geneos Wealth Management’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-564
Closed -$8.29K – 2483
2025
Q4 		$8.29K Sell
564
-1,136
-67% -$16.3K ﹤0.01% 2011
2025
Q3 		$24.5K Sell
1,700
-7,552
-82% -$107K ﹤0.01% 1650
2025
Q2 		$128K Sell
9,252
-11,293
-55% -$148K ﹤0.01% 1154
2025
Q1 		$270K Buy
20,545
+18,136
+753% +$249K ﹤0.01% 1113
2024
Q4 		$33.7K Sell
2,409
-10
-0.4% -$139 ﹤0.01% 1488
2024
Q3 		$33.2K Buy
2,419
+1,419
+142% +$19K ﹤0.01% 1350
2024
Q2 		$13.5K Hold
1,000
– – ﹤0.01% 1463
2024
Q1 		$13.2K Hold
1,000
– – ﹤0.01% 1477
2023
Q4 		$12.8K Hold
1,000
– – ﹤0.01% 1480
2023
Q3 		$12.7K Hold
1,000
– – ﹤0.01% 1500
2023
Q2 		$13.4K Sell
1,000
-700
-41% -$9.24K ﹤0.01% 1491
2023
Q1 		$22.3K Hold
1,700
– – ﹤0.01% 1311
2022
Q4 		$21.5K Sell
1,700
-5,541
-77% -$71.5K ﹤0.01% 1321
2022
Q3 		$86K Buy
7,241
+3,112
+75% +$41.2K 0.01% 854
2022
Q2 		$52K Buy
4,129
+9
+0.2% +$121 ﹤0.01% 1261
2022
Q1 		$58K Sell
4,120
-189
-4% -$2.65K ﹤0.01% 1314
2021
Q4 		$63K Sell
4,309
-3,649
-46% -$53.7K ﹤0.01% 1373
2021
Q3 		$114K Buy
7,958
+5
+0.1% +$73 ﹤0.01% 1112
2021
Q2 		$116K Sell
7,953
-995
-11% -$14K ﹤0.01% 1107
2021
Q1 		$125K Sell
8,948
-2,995
-25% -$38.6K ﹤0.01% 1198
2020
Q4 		$158K Sell
11,943
-3,237
-21% -$38.8K 0.01% 924
2020
Q3 		$168K Sell
15,180
-888
-6% -$10.2K 0.01% 740
2020
Q2 		$172K Sell
16,068
-296
-2% -$3.22K 0.01% 714
2020
Q1 		$166K Buy
16,364
+15
+0.1% +$187 0.01% 674
2019
Q4 		$225K Sell
16,349
-962
-6% -$13K 0.01% 658
2019
Q3 		$225K Buy
17,311
+19
+0.1% +$248 0.01% 617
2019
Q2 		$230K Sell
17,292
-485
-3% -$6.37K 0.01% 617
2019
Q1 		$234K Sell
17,777
-125
-0.7% -$1.62K 0.02% 593
2018
Q4 		$211K Sell
17,902
-139
-0.8% -$1.83K 0.02% 584
2018
Q3 		$259K Buy
18,041
+12,072
+202% +$173K 0.02% 555
2018
Q2 		$84K Sell
5,969
-11,572
-66% -$162K 0.01% 843
2018
Q1 		$233K Sell
17,541
-650
-4% -$8.97K 0.02% 501
2017
Q4 		$259K Buy
18,191
+399
+2% +$5.6K 0.02% 466
2017
Q3 		$248K Buy
17,792
+24
+0.1% +$332 0.02% 453
2017
Q2 		$246K Buy
17,768
+72
+0.4% +$998 0.03% 440
2017
Q1 		$234K Buy
17,696
+775
+5% +$10.2K 0.02% 438
2016
Q4 		$215K Buy
16,921
+55
+0.3% +$699 0.03% 444
2016
Q3 		$223K Hold
16,866
– – 0.03% 423
2016
Q2 		$220K Buy
16,866
+28
+0.2% +$358 0.03% 413
2016
Q1 		$217K Buy
+16,838
New +$206K 0.03% 416

Other funds holding BXMX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CBT
CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Geneos Wealth Management's BXMX Position: Q1 2026 in Review

Geneos Wealth Management sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 564 shares — an estimated $8.29K sold.

Geneos Wealth Management first reported a position in BXMX in Q1 2016 and held it in 40 quarters. The position peaked at $270K in Q1 2025. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • Geneos Wealth Management reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 564 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $8.29K.
  • Geneos Wealth Management first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q1 2016 and held it in 40 quarters.
  • Geneos Wealth Management's Nuveen S&P 500 Buy-Write Income Fund position peaked at $270K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.