GWM
NXJ

Geneos Wealth Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Geneos Wealth Management’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-852
Closed -$9.67K – 2965
2025
Q2 		$9.67K Buy
+852
New +$9.7K ﹤0.01% 2341

Other funds holding NXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2025, closing a stake of 852 shares — an estimated $9.67K sold.

Geneos Wealth Management first reported a position in NXJ in Q2 2025 and held it in 1 quarter. The position peaked at $9.67K in Q2 2025. 67 funds tracked by Wall St. Rank hold NXJ as of Q3 2025.

  • Geneos Wealth Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 852 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2025, an estimated $9.67K.
  • Geneos Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $9.67K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2025.

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