Geneos Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.1K	Hold	3,512	–	–	﹤0.01%	1581
2026 Q1	$36.5K	Buy	+3,512	New	+$36.7K	﹤0.01%	1544
2018 Q4	–	Sell	-1,941	Closed	-$24K	–	2452
2018 Q3	$24K	Hold	1,941	–	–	﹤0.01%	1498
2018 Q2	$24K	Hold	1,941	–	–	﹤0.01%	1375
2018 Q1	$24K	Sell	1,941 -781	-29%	-$10.2K	﹤0.01%	1319
2017 Q4	$37K	Buy	2,722 +11	+0.4%	+$150	﹤0.01%	1140
2017 Q3	$36K	Hold	2,711	–	–	﹤0.01%	1099
2017 Q2	$36K	Buy	2,711 +1,941	+252%	+$25.9K	﹤0.01%	1063
2017 Q1	$10K	Buy	+770	New	+$10K	﹤0.01%	1485

Other funds holding NMZ

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Geneos Wealth Management held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q2 2026 at 3,512 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Geneos Wealth Management first reported a position in NMZ in Q1 2017 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold NMZ as of Q2 2026.

Geneos Wealth Management held 3,512 shares of Nuveen Municipal High Income Opportunity Fund worth $37.1K as of Q2 2026.
Geneos Wealth Management left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q2 2026.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1581 holding.
Geneos Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2017 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2026.

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