Geneos Wealth Management’s Nuveen Multi-Market Income Fund JMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,370	Closed	-$8K	–	2312
2022 Q2	$8K	Hold	1,370	–	–	﹤0.01%	2033
2022 Q1	$8K	Hold	1,370	–	–	﹤0.01%	2177
2021 Q4	$10K	Sell	1,370 -19	-1%	-$142	﹤0.01%	2179
2021 Q3	$10K	Hold	1,389	–	–	﹤0.01%	2225
2021 Q2	$10K	Hold	1,389	–	–	﹤0.01%	2200
2021 Q1	$10K	Hold	1,389	–	–	﹤0.01%	2382
2020 Q4	$10K	Hold	1,389	–	–	﹤0.01%	2217
2020 Q3	$9K	Hold	1,389	–	–	﹤0.01%	1985
2020 Q2	$9K	Buy	+1,389	New	+$9.07K	﹤0.01%	1950

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Geneos Wealth Management's JMM Position: Q3 2022 in Review

Geneos Wealth Management sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2022, closing a stake of 1,370 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in JMM in Q2 2020 and held it in 9 quarters. The position peaked at $10K in Q4 2021. 19 funds tracked by Wall St. Rank hold JMM as of Q3 2022.

Geneos Wealth Management reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,370 Nuveen Multi-Market Income Fund shares in Q3 2022, an estimated $8K.
Geneos Wealth Management first reported a position in Nuveen Multi-Market Income Fund in Q2 2020 and held it in 9 quarters.
Geneos Wealth Management's Nuveen Multi-Market Income Fund position peaked at $10K in Q4 2021.
19 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.