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Geneos Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Geneos Wealth Management’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3K Hold
855
– – ﹤0.01% 1930
2025
Q4 		$12.1K Hold
855
– – ﹤0.01% 1905
2025
Q3 		$12.4K Hold
855
– – ﹤0.01% 1892
2025
Q2 		$12K Sell
855
-285
-25% -$3.99K ﹤0.01% 2247
2025
Q1 		$16.4K Buy
1,140
+855
+300% +$12.6K ﹤0.01% 2413
2024
Q4 		$4.32K Hold
285
– – ﹤0.01% 2386
2024
Q3 		$4.31K Hold
285
– – ﹤0.01% 2113
2024
Q2 		$4.13K Hold
285
– – ﹤0.01% 1763
2024
Q1 		$4.12K Hold
285
– – ﹤0.01% 1751
2023
Q4 		$4.21K Hold
285
– – ﹤0.01% 1768
2023
Q3 		$3.79K Hold
285
– – ﹤0.01% 1820
2023
Q2 		$4.11K Hold
285
– – ﹤0.01% 1785
2023
Q1 		$4.08K Hold
285
– – ﹤0.01% 1781
2022
Q4 		$3.96K Hold
285
– – ﹤0.01% 1759
2022
Q3 		$3K Hold
285
– – ﹤0.01% 1795
2022
Q2 		$3K Hold
285
– – ﹤0.01% 2326
2022
Q1 		$4K Hold
285
– – ﹤0.01% 2416
2021
Q4 		$4K Buy
+285
New +$4.71K ﹤0.01% 2469

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Geneos Wealth Management's NXP Position: Q1 2026 in Review

Geneos Wealth Management held its Nuveen Select Tax-Free Income Portfolio (NXP) position steady in Q1 2026 at 855 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Geneos Wealth Management first reported a position in NXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.4K in Q1 2025. 116 funds tracked by Wall St. Rank hold NXP as of Q1 2026.

  • Geneos Wealth Management held 855 shares of Nuveen Select Tax-Free Income Portfolio worth $12.3K as of Q1 2026.
  • Geneos Wealth Management left its Nuveen Select Tax-Free Income Portfolio share count unchanged in Q1 2026.
  • Nuveen Select Tax-Free Income Portfolio made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1930 holding.
  • Geneos Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2021 and has held it in 18 quarters since.
  • Geneos Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $16.4K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.