Geneos Wealth Management’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Geneos Wealth Management’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,000	Closed	-$47.7K	–	2200
2023 Q3	$47.7K	Hold	5,000	–	–	﹤0.01%	1094
2023 Q2	$46.8K	Hold	5,000	–	–	﹤0.01%	1101
2023 Q1	$46K	Hold	5,000	–	–	﹤0.01%	1106
2022 Q4	$45.4K	Buy	+5,000	New	+$45.3K	﹤0.01%	1092

Geneos Wealth Management's JHAA Position: Q4 2023 in Review

Geneos Wealth Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q4 2023, closing a stake of 5,000 shares — an estimated $47.7K sold.

Geneos Wealth Management first reported a position in JHAA in Q4 2022 and held it in 4 quarters. The position peaked at $47.7K in Q3 2023. 0 funds tracked by Wall St. Rank hold JHAA as of Q4 2023.

Geneos Wealth Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 5,000 Nuveen Corporate Income 2023 Target Term Fund shares in Q4 2023, an estimated $47.7K.
Geneos Wealth Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q4 2022 and held it in 4 quarters.
Geneos Wealth Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $47.7K in Q3 2023.
0 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.