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Geneos Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Geneos Wealth Management’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.3K Hold
3,775
– – ﹤0.01% 1476
2026
Q1 		$46.5K Hold
3,775
– – ﹤0.01% 1461
2025
Q4 		$47.8K Hold
3,775
– – ﹤0.01% 1413
2025
Q3 		$46.4K Hold
3,775
– – ﹤0.01% 1415
2025
Q2 		$45K Buy
3,775
+1,488
+65% +$17.6K ﹤0.01% 1630
2025
Q1 		$28.3K Hold
2,287
– – ﹤0.01% 1773
2024
Q4 		$28K Buy
+2,287
New +$29.5K ﹤0.01% 1570
2022
Q1 		– Sell
-11,520
Closed -$206K – 2909
2021
Q4 		$206K Hold
11,520
– – 0.01% 851
2021
Q3 		$194K Hold
11,520
– – 0.01% 873
2021
Q2 		$204K Hold
11,520
– – 0.01% 832
2021
Q1 		$198K Hold
11,520
– – 0.01% 967
2020
Q4 		$194K Sell
11,520
-448
-4% -$7.21K 0.01% 837
2020
Q3 		$185K Sell
11,968
-990
-8% -$15.5K 0.01% 713
2020
Q2 		$195K Sell
12,958
-665
-5% -$9.76K 0.01% 680
2020
Q1 		$194K Sell
13,623
-92
-0.7% -$1.49K 0.01% 621
2019
Q4 		$228K Buy
13,715
+8
+0.1% +$132 0.01% 657
2019
Q3 		$229K Buy
13,707
+108
+0.8% +$1.77K 0.01% 609
2019
Q2 		$215K Buy
13,599
+8
+0.1% +$124 0.01% 646
2019
Q1 		$205K Sell
13,591
-2,435
-15% -$35.4K 0.01% 630
2018
Q4 		$220K Buy
16,026
+9
+0.1% +$124 0.02% 573
2018
Q3 		$233K Buy
16,017
+1,344
+9% +$19.9K 0.02% 585
2018
Q2 		$214K Sell
14,673
-184
-1% -$2.71K 0.02% 554
2018
Q1 		$215K Sell
14,857
-1,138
-7% -$16.8K 0.02% 524
2017
Q4 		$246K Sell
15,995
-1,393
-8% -$21.5K 0.02% 479
2017
Q3 		$267K Sell
17,388
-1,153
-6% -$17.8K 0.03% 431
2017
Q2 		$280K Buy
18,541
+2,108
+13% +$31.5K 0.03% 411
2017
Q1 		$240K Buy
16,433
+967
+6% +$14K 0.03% 431
2016
Q4 		$223K Sell
15,466
-289
-2% -$4.23K 0.03% 434
2016
Q3 		$253K Buy
15,755
+5
+0% +$81 0.03% 396
2016
Q2 		$257K Buy
15,750
+13,345
+555% +$209K 0.04% 384
2016
Q1 		$36K Buy
+2,405
New +$35.5K 0.01% 904

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Artesa Financial Group Conroe, Texas $117M AUM

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

Geneos Wealth Management held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2026 at 3,775 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Geneos Wealth Management first reported a position in NVG in Q1 2016 and has held it in 31 quarters since. The position peaked at $280K in Q2 2017. 261 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

  • Geneos Wealth Management held 3,775 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $48.3K as of Q2 2026.
  • Geneos Wealth Management left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2026.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1476 holding.
  • Geneos Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $280K in Q2 2017.
  • 261 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

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