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Geneos Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Geneos Wealth Management’s Portfolio NKX Stock Details NKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-410
Closed -$6K – 1986
2016
Q2 		$6K Hold
410
– – ﹤0.01% 1469
2016
Q1 		$6K Buy
+410
New +$6.43K ﹤0.01% 1445

Other funds holding NKX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Geneos Wealth Management's NKX Position: Q3 2016 in Review

Geneos Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2016, closing a stake of 410 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in NKX in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 38 funds tracked by Wall St. Rank hold NKX as of Q3 2016.

  • Geneos Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 410 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2016, an estimated $6K.
  • Geneos Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $6K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2016.

Based on Geneos Wealth Management's 13F filing for Q3 2016, filed 7 Sep 2021.