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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	3,775 -3,313	-47%	-$39.2K	﹤0.01%	1630
2025 Q1	$87.7K	Buy	7,088 +4,801	+210%	+$60.2K	﹤0.01%	1639
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