Geneos Wealth Management’s Nuveen Credit Strategies Income Fund JQC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-34,629	Closed	-$187K	–	2846
2025 Q2	$187K	Sell	34,629 -652	-2%	-$3.41K	﹤0.01%	1022
2025 Q1	$407K	Buy	35,281 +29,832	+547%	+$165K	0.01%	963
2024 Q4	$31K	Sell	5,449 -567	-9%	-$3.27K	﹤0.01%	1529
2024 Q3	$34.8K	Buy	+6,016	New	+$34.3K	﹤0.01%	1336
2022 Q4	–	Sell	-738	Closed	-$3K	–	2058
2022 Q3	$3K	Sell	738 -16,525	-96%	-$88.5K	﹤0.01%	1788
2022 Q2	$90K	Hold	17,263	–	–	﹤0.01%	1043
2022 Q1	$106K	Sell	17,263 -3,908	-18%	-$24.3K	﹤0.01%	1066
2021 Q4	$137K	Sell	21,171 -4,338	-17%	-$28.2K	0.01%	1049
2021 Q3	$166K	Sell	25,509 -2,300	-8%	-$15K	0.01%	938
2021 Q2	$187K	Hold	27,809	–	–	0.01%	878
2021 Q1	$184K	Hold	27,809	–	–	0.01%	1001
2020 Q4	$181K	Hold	27,809	–	–	0.01%	864
2020 Q3	$163K	Sell	27,809 -336	-1%	-$2.01K	0.01%	756
2020 Q2	$164K	Hold	28,145	–	–	0.01%	727
2020 Q1	$148K	Hold	28,145	–	–	0.01%	714
2019 Q4	$215K	Hold	28,145	–	–	0.01%	683
2019 Q3	$209K	Sell	28,145 -630	-2%	-$4.8K	0.01%	652
2019 Q2	$227K	Sell	28,775 -1,305	-4%	-$10.3K	0.01%	621
2019 Q1	$232K	Sell	30,080 -200	-0.7%	-$1.55K	0.02%	594
2018 Q4	$222K	Sell	30,280 -1,000	-3%	-$7.66K	0.02%	568
2018 Q3	$249K	Sell	31,280 -100	-0.3%	-$795	0.02%	568
2018 Q2	$249K	Hold	31,380	–	–	0.02%	508
2018 Q1	$249K	Sell	31,380 -1,000	-3%	-$8.09K	0.02%	472
2017 Q4	$266K	Sell	32,380 -1,000	-3%	-$8.27K	0.02%	455
2017 Q3	$283K	Buy	33,380 +1,000	+3%	+$8.5K	0.03%	420
2017 Q2	$278K	Hold	32,380	–	–	0.03%	416
2017 Q1	$281K	Buy	32,380 +1,078	+3%	+$9.52K	0.03%	398
2016 Q4	$277K	Sell	31,302 -4,249	-12%	-$36.2K	0.04%	385
2016 Q3	$301K	Sell	35,551 -2,930	-8%	-$24.5K	0.04%	357
2016 Q2	$311K	Sell	38,481 -334	-0.9%	-$2.66K	0.05%	340
2016 Q1	$305K	Buy	+38,815	New	+$294K	0.05%	331

Other funds holding JQC

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuveen Credit Strategies Income Fund (JQC) in Q3 2025, closing a stake of 34,629 shares — an estimated $187K sold.

Geneos Wealth Management first reported a position in JQC in Q1 2016 and held it in 31 quarters. The position peaked at $407K in Q1 2025. 155 funds tracked by Wall St. Rank hold JQC as of Q3 2025.

Geneos Wealth Management reported no remaining Nuveen Credit Strategies Income Fund position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 34,629 Nuveen Credit Strategies Income Fund shares in Q3 2025, an estimated $187K.
Geneos Wealth Management first reported a position in Nuveen Credit Strategies Income Fund in Q1 2016 and held it in 31 quarters.
Geneos Wealth Management's Nuveen Credit Strategies Income Fund position peaked at $407K in Q1 2025.
155 funds tracked by Wall St. Rank held Nuveen Credit Strategies Income Fund as of Q3 2025.

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