Geneos Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-18,623
| Closed | -$222K | – | 2968 |
|
|
2025
Q2 | $222K | Sell |
18,623
-717
| -4% | -$8.48K | 0.01% | 952 |
|
|
2025
Q1 | $237K | Buy |
19,340
+14,220
| +278% | +$177K | 0.01% | 850 |
|
|
2024
Q4 | $62.3K | Sell |
5,120
-42
| -0.8% | -$533 | ﹤0.01% | 1235 |
|
|
2024
Q3 | $67.6K | Buy |
5,162
+4,636
| +881% | +$58.8K | ﹤0.01% | 1087 |
|
|
2024
Q2 | $6.5K | Hold |
526
| – | – | ﹤0.01% | 1657 |
|
|
2024
Q1 | $6.44K | Hold |
526
| – | – | ﹤0.01% | 1660 |
|
|
2023
Q4 | $6.22K | Sell |
526
-6,000
| -92% | -$65.9K | ﹤0.01% | 1673 |
|
|
2023
Q3 | $68.1K | Buy |
6,526
+213
| +3% | +$2.41K | ﹤0.01% | 984 |
|
|
2023
Q2 | $73.6K | Buy |
6,313
+6,000
| +1,917% | +$69.6K | ﹤0.01% | 964 |
|
|
2023
Q1 | $3.74K | Sell |
313
-6,000
| -95% | -$71.9K | ﹤0.01% | 1795 |
|
|
2022
Q4 | $76.3K | Hold |
6,313
| – | – | ﹤0.01% | 909 |
|
|
2022
Q3 | $71K | Sell |
6,313
-5,150
| -45% | -$66.4K | ﹤0.01% | 913 |
|
|
2022
Q2 | $145K | Sell |
11,463
-3,225
| -22% | -$42K | 0.01% | 868 |
|
|
2022
Q1 | $214K | Buy |
14,688
+1
| +0% | +$15 | 0.01% | 776 |
|
|
2021
Q4 | $251K | Hold |
14,687
| – | – | 0.01% | 780 |
|
|
2021
Q3 | $244K | Hold |
14,687
| – | – | 0.01% | 782 |
|
|
2021
Q2 | $254K | Hold |
14,687
| – | – | 0.01% | 754 |
|
|
2021
Q1 | $243K | Hold |
14,687
| – | – | 0.01% | 892 |
|
|
2020
Q4 | $237K | Sell |
14,687
-650
| -4% | -$9.94K | 0.01% | 769 |
|
|
2020
Q3 | $223K | Hold |
15,337
| – | – | 0.01% | 656 |
|
|
2020
Q2 | $226K | Hold |
15,337
| – | – | 0.01% | 633 |
|
|
2020
Q1 | $212K | Buy |
15,337
+5,800
| +61% | +$91.1K | 0.01% | 594 |
|
|
2019
Q4 | $155K | Hold |
9,537
| – | – | 0.01% | 792 |
|
|
2019
Q3 | $154K | Buy |
9,537
+100
| +1% | +$1.61K | 0.01% | 741 |
|
|
2019
Q2 | $148K | Hold |
9,437
| – | – | 0.01% | 773 |
|
|
2019
Q1 | $142K | Sell |
9,437
-1,153
| -11% | -$16.6K | 0.01% | 756 |
|
|
2018
Q4 | $140K | Buy |
10,590
+826
| +8% | +$11.2K | 0.01% | 723 |
|
|
2018
Q3 | $140K | Hold |
9,764
| – | – | 0.01% | 776 |
|
|
2018
Q2 | $139K | Hold |
9,764
| – | – | 0.01% | 678 |
|
|
2018
Q1 | $138K | Hold |
9,764
| – | – | 0.01% | 647 |
|
|
2017
Q4 | $148K | Hold |
9,764
| – | – | 0.01% | 622 |
|
|
2017
Q3 | $148K | Sell |
9,764
-112
| -1% | -$1.7K | 0.01% | 598 |
|
|
2017
Q2 | $147K | Buy |
9,876
+112
| +1% | +$1.66K | 0.02% | 581 |
|
|
2017
Q1 | $140K | Buy |
9,764
+650
| +7% | +$9.27K | 0.01% | 569 |
|
|
2016
Q4 | $128K | Hold |
9,114
| – | – | 0.02% | 554 |
|
|
2016
Q3 | $143K | Hold |
9,114
| – | – | 0.02% | 521 |
|
|
2016
Q2 | $146K | Buy |
9,114
+8,114
| +811% | +$125K | 0.02% | 509 |
|
|
2016
Q1 | $15K | Buy |
+1,000
| New | +$14.6K | ﹤0.01% | 1172 |
|
Other funds holding NZF
GC
HWAM
MSL
Geneos Wealth Management's NZF Position: Q3 2025 in Review
Geneos Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2025, closing a stake of 18,623 shares — an estimated $222K sold.
Geneos Wealth Management first reported a position in NZF in Q1 2016 and held it in 38 quarters. The position peaked at $254K in Q2 2021. 232 funds tracked by Wall St. Rank hold NZF as of Q3 2025.
- Geneos Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 18,623 Nuveen Municipal Credit Income Fund shares in Q3 2025, an estimated $222K.
- Geneos Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $254K in Q2 2021.
- 232 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.