Geneos Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-855	Closed	-$18K	–	2843
2022 Q1	$18K	Hold	855	–	–	﹤0.01%	1868
2021 Q4	$21K	Hold	855	–	–	﹤0.01%	1878
2021 Q3	$21K	Hold	855	–	–	﹤0.01%	1902
2021 Q2	$21K	Hold	855	–	–	﹤0.01%	1909
2021 Q1	$21K	Hold	855	–	–	﹤0.01%	2069
2020 Q4	$20K	Hold	855	–	–	﹤0.01%	1928
2020 Q3	$19K	Hold	855	–	–	﹤0.01%	1687
2020 Q2	$18K	Hold	855	–	–	﹤0.01%	1677
2020 Q1	$16K	Hold	855	–	–	﹤0.01%	1618
2019 Q4	$21K	Hold	855	–	–	﹤0.01%	1678
2019 Q3	$20K	Hold	855	–	–	﹤0.01%	1616
2019 Q2	$20K	Hold	855	–	–	﹤0.01%	1643
2019 Q1	$19K	Hold	855	–	–	﹤0.01%	1610
2018 Q4	$17K	Hold	855	–	–	﹤0.01%	1578
2018 Q3	$19K	Buy	+855	New	+$19.9K	﹤0.01%	1606

Other funds holding JPT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Geneos Wealth Management's JPT Position: Q2 2022 in Review

Geneos Wealth Management sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2022, closing a stake of 855 shares — an estimated $18K sold.

Geneos Wealth Management first reported a position in JPT in Q3 2018 and held it in 15 quarters. The position peaked at $21K in Q4 2021. 18 funds tracked by Wall St. Rank hold JPT as of Q2 2022.

Geneos Wealth Management reported no remaining Nuveen Preferred and Income Fund position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 855 Nuveen Preferred and Income Fund shares in Q2 2022, an estimated $18K.
Geneos Wealth Management first reported a position in Nuveen Preferred and Income Fund in Q3 2018 and held it in 15 quarters.
Geneos Wealth Management's Nuveen Preferred and Income Fund position peaked at $21K in Q4 2021.
18 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.