Geneos Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.47M | Sell |
186,542
-12,430
| -6% | -$97.7K | 0.03% | 453 |
|
|
2026
Q1 | $1.5M | Buy |
198,972
+2,107
| +1% | +$17K | 0.03% | 408 |
|
|
2025
Q4 | $1.6M | Buy |
196,865
+1,509
| +0.8% | +$12.3K | 0.04% | 393 |
|
|
2025
Q3 | $1.6M | Sell |
195,356
-12,899
| -6% | -$105K | 0.04% | 389 |
|
|
2025
Q2 | $1.67M | Buy |
208,255
+19,412
| +10% | +$151K | 0.04% | 405 |
|
|
2025
Q1 | $1.5M | Buy |
188,843
+17,527
| +10% | +$140K | 0.05% | 362 |
|
|
2024
Q4 | $1.35M | Buy |
171,316
+4,078
| +2% | +$32.8K | 0.05% | 353 |
|
|
2024
Q3 | $1.35M | Buy |
167,238
+6,135
| +4% | +$47.6K | 0.05% | 342 |
|
|
2024
Q2 | $1.2M | Buy |
161,103
+8,331
| +5% | +$59.8K | 0.05% | 330 |
|
|
2024
Q1 | $1.1M | Sell |
152,772
-10,934
| -7% | -$77.6K | 0.05% | 333 |
|
|
2023
Q4 | $1.11M | Buy |
+163,706
| New | +$1.04M | 0.05% | 307 |
|
|
2022
Q3 | – | Sell |
-3,549
| Closed | -$27K | – | 2314 |
|
|
2022
Q2 | $27K | Hold |
3,549
| – | – | ﹤0.01% | 1546 |
|
|
2022
Q1 | $30K | Hold |
3,549
| – | – | ﹤0.01% | 1607 |
|
|
2021
Q4 | $34K | Hold |
3,549
| – | – | ﹤0.01% | 1645 |
|
|
2021
Q3 | $35K | Hold |
3,549
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q2 | $35K | Hold |
3,549
| – | – | ﹤0.01% | 1642 |
|
|
2021
Q1 | $34K | Hold |
3,549
| – | – | ﹤0.01% | 1817 |
|
|
2020
Q4 | $33K | Hold |
3,549
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $29K | Hold |
3,549
| – | – | ﹤0.01% | 1482 |
|
|
2020
Q2 | $28K | Hold |
3,549
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q1 | $25K | Hold |
3,549
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q4 | $36K | Hold |
3,549
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q3 | $35K | Sell |
3,549
-2,500
| -41% | -$24.7K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $59K | Buy |
6,049
+2,225
| +58% | +$21.5K | ﹤0.01% | 1111 |
|
|
2019
Q1 | $36K | Sell |
3,824
-1,000
| -21% | -$9.2K | ﹤0.01% | 1303 |
|
|
2018
Q4 | $39K | Hold |
4,824
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q3 | $44K | Sell |
4,824
-1,000
| -17% | -$9.36K | ﹤0.01% | 1232 |
|
|
2018
Q2 | $54K | Hold |
5,824
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q1 | $58K | Hold |
5,824
| – | – | 0.01% | 941 |
|
|
2017
Q4 | $60K | Hold |
5,824
| – | – | 0.01% | 926 |
|
|
2017
Q3 | $61K | Sell |
5,824
-1,000
| -15% | -$10.5K | 0.01% | 874 |
|
|
2017
Q2 | $70K | Sell |
6,824
-704
| -9% | -$7.16K | 0.01% | 807 |
|
|
2017
Q1 | $73K | Buy |
7,528
+9
| +0.1% | +$89 | 0.01% | 757 |
|
|
2016
Q4 | $73K | Buy |
7,519
+18
| +0.2% | +$172 | 0.01% | 700 |
|
|
2016
Q3 | $75K | Buy |
7,501
+8
| +0.1% | +$82 | 0.01% | 672 |
|
|
2016
Q2 | $75K | Buy |
7,493
+3,013
| +67% | +$29.8K | 0.01% | 673 |
|
|
2016
Q1 | $42K | Buy |
+4,480
| New | +$41.4K | 0.01% | 848 |
|
Other funds holding JPC
GC
Geneos Wealth Management's JPC Position: Q2 2026 in Review
Geneos Wealth Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 6.2% in Q2 2026, selling an estimated $97.7K and leaving 186,542 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #453.
Geneos Wealth Management first reported a position in JPC in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.67M in Q2 2025. 331 funds tracked by Wall St. Rank hold JPC as of Q2 2026.
- Geneos Wealth Management held 186,542 shares of Nuveen Preferred & Income Opportunities Fund worth $1.47M as of Q2 2026.
- Geneos Wealth Management sold 12,430 Nuveen Preferred & Income Opportunities Fund shares in Q2 2026, an estimated $97.7K.
- Nuveen Preferred & Income Opportunities Fund made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #453 holding.
- Geneos Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2016 and has held it in 37 quarters since.
- Geneos Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.67M in Q2 2025.
- 331 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.