Geneos Wealth Management’s Nuveen Real Estate Income Fund JRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Hold	16,020	–	–	﹤0.01%	1110
2026 Q1	$120K	Hold	16,020	–	–	﹤0.01%	1124
2025 Q4	$123K	Hold	16,020	–	–	﹤0.01%	1082
2025 Q3	$131K	Sell	16,020 -298	-2%	-$2.36K	﹤0.01%	1035
2025 Q2	$127K	Buy	16,318 +7,766	+91%	+$60.3K	﹤0.01%	1155
2025 Q1	$70.5K	Buy	8,552 +2,500	+41%	+$21.2K	﹤0.01%	1311
2024 Q4	$52.2K	Buy	+6,052	New	+$54.7K	﹤0.01%	1299
2022 Q1	–	Sell	-15,725	Closed	-$201K	–	2873
2021 Q4	$201K	Hold	15,725	–	–	0.01%	862
2021 Q3	$169K	Hold	15,725	–	–	0.01%	934
2021 Q2	$177K	Hold	15,725	–	–	0.01%	902
2021 Q1	$163K	Hold	15,725	–	–	﹤0.01%	1066
2020 Q4	$149K	Buy	15,725 +4,050	+35%	+$32.7K	0.01%	955
2020 Q3	$86K	Hold	11,675	–	–	﹤0.01%	1005
2020 Q2	$85K	Hold	11,675	–	–	﹤0.01%	989
2020 Q1	$80K	Hold	11,675	–	–	0.01%	919
2019 Q4	$124K	Hold	11,675	–	–	0.01%	870
2019 Q3	$127K	Hold	11,675	–	–	0.01%	812
2019 Q2	$122K	Buy	11,675 +4,725	+68%	+$48.6K	0.01%	835
2019 Q1	$72K	Hold	6,950	–	–	﹤0.01%	986
2018 Q4	$58K	Buy	6,950 +1,600	+30%	+$14.7K	﹤0.01%	1024
2018 Q3	$52K	Buy	5,350 +2,700	+102%	+$27.2K	﹤0.01%	1160
2018 Q2	$26K	Sell	2,650 -400	-13%	-$3.91K	﹤0.01%	1341
2018 Q1	$29K	Sell	3,050 -1,000	-25%	-$10.2K	﹤0.01%	1235
2017 Q4	$45K	Hold	4,050	–	–	﹤0.01%	1044
2017 Q3	$45K	Hold	4,050	–	–	﹤0.01%	995
2017 Q2	$45K	Buy	4,050 +2,550	+170%	+$28.8K	﹤0.01%	960
2017 Q1	$16K	Hold	1,500	–	–	﹤0.01%	1323
2016 Q4	$16K	Hold	1,500	–	–	﹤0.01%	1272
2016 Q3	$17K	Hold	1,500	–	–	﹤0.01%	1190
2016 Q2	$17K	Hold	1,500	–	–	﹤0.01%	1169
2016 Q1	$16K	Buy	+1,500	New	+$15.1K	﹤0.01%	1159

Other funds holding JRS

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

KWM

Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

Geneos Wealth Management's JRS Position: Q2 2026 in Review

Geneos Wealth Management held its Nuveen Real Estate Income Fund (JRS) position steady in Q2 2026 at 16,020 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Geneos Wealth Management first reported a position in JRS in Q1 2016 and has held it in 31 quarters since. The position peaked at $201K in Q4 2021. 76 funds tracked by Wall St. Rank hold JRS as of Q2 2026.

Geneos Wealth Management held 16,020 shares of Nuveen Real Estate Income Fund worth $135K as of Q2 2026.
Geneos Wealth Management left its Nuveen Real Estate Income Fund share count unchanged in Q2 2026.
Nuveen Real Estate Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1110 holding.
Geneos Wealth Management first reported a position in Nuveen Real Estate Income Fund in Q1 2016 and has held it in 31 quarters since.
Geneos Wealth Management's Nuveen Real Estate Income Fund position peaked at $201K in Q4 2021.
76 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.