Geneos Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.95K | Sell |
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|
2025
Q2 | $18K | Buy |
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|
2025
Q1 | $9.16K | Buy |
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|
2024
Q4 | $6.91K | Buy |
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|
2024
Q3 | $5.51K | Buy |
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|
2024
Q2 | $4.71K | Hold |
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|
2024
Q1 | $4.74K | Hold |
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|
2023
Q4 | $4.69K | Hold |
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|
2023
Q3 | $4.24K | Hold |
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|
2023
Q2 | $4.44K | Sell |
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|
2023
Q1 | $10.3K | Sell |
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|
2022
Q4 | $17.5K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $184K | Buy |
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