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Geneos Wealth Management’s Nuveen Core Plus Impact Fund NPCT Stock Holding History

Geneos Wealth Management’s Portfolio NPCT Stock Details NPCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,947
Closed -$55.5K – 2950
2025
Q2 		$55.5K Sell
4,947
-4,157
-46% -$43.3K ﹤0.01% 1513
2025
Q1 		$97.3K Buy
+9,104
New +$97.8K ﹤0.01% 1589

Other funds holding NPCT

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuveen Core Plus Impact Fund (NPCT) in Q3 2025, closing a stake of 4,947 shares — an estimated $55.5K sold.

Geneos Wealth Management first reported a position in NPCT in Q1 2025 and held it in 2 quarters. The position peaked at $97.3K in Q1 2025. 42 funds tracked by Wall St. Rank hold NPCT as of Q3 2025.

  • Geneos Wealth Management reported no remaining Nuveen Core Plus Impact Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 4,947 Nuveen Core Plus Impact Fund shares in Q3 2025, an estimated $55.5K.
  • Geneos Wealth Management first reported a position in Nuveen Core Plus Impact Fund in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Nuveen Core Plus Impact Fund position peaked at $97.3K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Nuveen Core Plus Impact Fund as of Q3 2025.

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