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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.05K	Sell	172 -172	-50%	-$3.05K	﹤0.01%	2717
2025 Q1	$5.81K	Buy	344 +172	+100%	+$2.91K	﹤0.01%	2717
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	$2.7K	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%	-$9.88K	﹤0.01%	1867
2022 Q2	$16K	Sell	1,022 -70	-6%	-$1.1K	﹤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%	+$2.84K	﹤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%	-$4.72K	﹤0.01%	1768
2019 Q2	$19K	Hold	1,230	–	–	﹤0.01%	1662
2019 Q1	$19K	Sell	1,230 -60	-5%	-$927	﹤0.01%	1605
2018 Q4	$17K	Sell	1,290 -80	-6%	-$1.05K	﹤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%	+$2.27K	﹤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	+$16K	﹤0.01%	1190