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Geneos Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Geneos Wealth Management’s Portfolio NUW Stock Details NUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.5K Sell
1,063
-2,676
-72% -$36.6K ﹤0.01% 2170
2025
Q1 		$51.4K Buy
3,739
+3,395
+987% +$46.6K ﹤0.01% 1915
2024
Q4 		$4.67K Buy
+344
New +$4.67K ﹤0.01% 2356