GWM
JPI

Geneos Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Geneos Wealth Management’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,017
Closed -$62.8K – 2845
2025
Q2 		$62.8K Sell
3,017
-3,867
-56% -$77.3K ﹤0.01% 1452
2025
Q1 		$135K Buy
6,884
+4,171
+154% +$83.2K ﹤0.01% 1401
2024
Q4 		$53.2K Hold
2,713
– – ﹤0.01% 1290
2024
Q3 		$56.5K Hold
2,713
– – ﹤0.01% 1159
2024
Q2 		$52.8K Hold
2,713
– – ﹤0.01% 1053
2024
Q1 		$52.2K Hold
2,713
– – ﹤0.01% 1049
2023
Q4 		$49.6K Hold
2,713
– – ﹤0.01% 1063
2023
Q3 		$46.6K Hold
2,713
– – ﹤0.01% 1102
2023
Q2 		$45.6K Hold
2,713
– – ﹤0.01% 1107
2023
Q1 		$47.8K Hold
2,713
– – ﹤0.01% 1094
2022
Q4 		$50.4K Hold
2,713
– – ﹤0.01% 1056
2022
Q3 		$49K Sell
2,713
-1,411
-34% -$28K ﹤0.01% 1039
2022
Q2 		$79K Hold
4,124
– – ﹤0.01% 1100
2022
Q1 		$90K Sell
4,124
-180
-4% -$4.19K ﹤0.01% 1133
2021
Q4 		$111K Buy
4,304
+1,458
+51% +$36.7K ﹤0.01% 1122
2021
Q3 		$71K Hold
2,846
– – ﹤0.01% 1316
2021
Q2 		$72K Hold
2,846
– – ﹤0.01% 1311
2021
Q1 		$72K Hold
2,846
– – ﹤0.01% 1438
2020
Q4 		$70K Hold
2,846
– – ﹤0.01% 1297
2020
Q3 		$62K Hold
2,846
– – ﹤0.01% 1154
2020
Q2 		$62K Hold
2,846
– – ﹤0.01% 1129
2020
Q1 		$50K Buy
2,846
+77
+3% +$1.81K ﹤0.01% 1107
2019
Q4 		$70K Buy
2,769
+180
+7% +$4.51K ﹤0.01% 1093
2019
Q3 		$64K Hold
2,589
– – ﹤0.01% 1069
2019
Q2 		$61K Hold
2,589
– – ﹤0.01% 1097
2019
Q1 		$58K Hold
2,589
– – ﹤0.01% 1076
2018
Q4 		$52K Hold
2,589
– – ﹤0.01% 1079
2018
Q3 		$58K Buy
+2,589
New +$60K ﹤0.01% 1100
2018
Q2 		– Sell
-400
Closed -$9K – 2293
2018
Q1 		$9K Sell
400
-1,180
-75% -$28.2K ﹤0.01% 1683
2017
Q4 		$39K Hold
1,580
– – ﹤0.01% 1112
2017
Q3 		$39K Hold
1,580
– – ﹤0.01% 1071
2017
Q2 		$38K Buy
1,580
+400
+34% +$9.89K ﹤0.01% 1038
2017
Q1 		$28K Buy
+1,180
New +$28K ﹤0.01% 1111

Other funds holding JPI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's JPI Position: Q3 2025 in Review

Geneos Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 3,017 shares — an estimated $62.8K sold.

Geneos Wealth Management first reported a position in JPI in Q1 2017 and held it in 33 quarters. The position peaked at $135K in Q1 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 3,017 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $62.8K.
  • Geneos Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2017 and held it in 33 quarters.
  • Geneos Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $135K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.