Geneos Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Geneos Wealth Management’s Portfolio SPXX Stock Details SPXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122K	Buy	6,519 +6,347	+3,690%	+$112K	﹤0.01%	1151
2026 Q1	$2.76K	Hold	172	–	–	﹤0.01%	2267
2025 Q4	$3.1K	Hold	172	–	–	﹤0.01%	2247
2025 Q3	$3.01K	Hold	172	–	–	﹤0.01%	2246
2025 Q2	$3.05K	Hold	172	–	–	﹤0.01%	2717
2025 Q1	$2.91K	Hold	172	–	–	﹤0.01%	2667
2024 Q4	$3.05K	Hold	172	–	–	﹤0.01%	2481
2024 Q3	$2.89K	Hold	172	–	–	﹤0.01%	2208
2024 Q2	$2.81K	Hold	172	–	–	﹤0.01%	1824
2024 Q1	$2.69K	Hold	172	–	–	﹤0.01%	1844
2023 Q4	$2.59K	Hold	172	–	–	﹤0.01%	1870
2023 Q3	$2.55K	Hold	172	–	–	﹤0.01%	1896
2023 Q2	$2.7K	Hold	172	–	–	﹤0.01%	1884
2023 Q1	$2.68K	Hold	172	–	–	﹤0.01%	1860
2022 Q4	$2.77K	Hold	172	–	–	﹤0.01%	1830
2022 Q3	$2K	Sell	172 -850	-83%	-$13.6K	﹤0.01%	1868
2022 Q2	$16K	Sell	1,022 -70	-6%	-$1.15K	﹤0.01%	1792
2022 Q1	$19K	Hold	1,092	–	–	﹤0.01%	1833
2021 Q4	$20K	Hold	1,092	–	–	﹤0.01%	1893
2021 Q3	$18K	Hold	1,092	–	–	﹤0.01%	1981
2021 Q2	$19K	Hold	1,092	–	–	﹤0.01%	1946
2021 Q1	$18K	Buy	1,092 +172	+19%	+$2.69K	﹤0.01%	2137
2020 Q4	$14K	Hold	920	–	–	﹤0.01%	2092
2020 Q3	$12K	Hold	920	–	–	﹤0.01%	1890
2020 Q2	$11K	Hold	920	–	–	﹤0.01%	1891
2020 Q1	$10K	Hold	920	–	–	﹤0.01%	1830
2019 Q4	$15K	Hold	920	–	–	﹤0.01%	1813
2019 Q3	$14K	Sell	920 -310	-25%	-$5.04K	﹤0.01%	1768
2019 Q2	$19K	Hold	1,230	–	–	﹤0.01%	1662
2019 Q1	$19K	Sell	1,230 -60	-5%	-$908	﹤0.01%	1605
2018 Q4	$17K	Sell	1,290 -80	-6%	-$1.24K	﹤0.01%	1573
2018 Q3	$23K	Hold	1,370	–	–	﹤0.01%	1521
2018 Q2	$22K	Hold	1,370	–	–	﹤0.01%	1410
2018 Q1	$23K	Buy	1,370 +135	+11%	+$2.39K	﹤0.01%	1340
2017 Q4	$21K	Hold	1,235	–	–	﹤0.01%	1362
2017 Q3	$19K	Hold	1,235	–	–	﹤0.01%	1342
2017 Q2	$18K	Hold	1,235	–	–	﹤0.01%	1320
2017 Q1	$18K	Hold	1,235	–	–	﹤0.01%	1275
2016 Q4	$17K	Hold	1,235	–	–	﹤0.01%	1258
2016 Q3	$16K	Hold	1,235	–	–	﹤0.01%	1217
2016 Q2	$16K	Buy	+1,235	New	+$16.6K	﹤0.01%	1190

Other funds holding SPXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Geneos Wealth Management increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 3,690% in Q2 2026, buying an estimated $112K and bringing the position to 6,519 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Geneos Wealth Management first reported a position in SPXX in Q2 2016 and has held it in 41 quarters since. 231 funds tracked by Wall St. Rank hold SPXX as of Q2 2026.

Geneos Wealth Management held 6,519 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $122K as of Q2 2026.
Geneos Wealth Management bought 6,347 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q2 2026, an estimated $112K.
Nuveen S&P 500 Dynamic Overwrite Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1151 holding.
Geneos Wealth Management first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q2 2016 and has held it in 41 quarters since.
231 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q2 2026.

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