GeoWealth Management’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

GeoWealth Management’s Portfolio NEA Stock Details NEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,689	Closed	-$473K	–	893
2025 Q4	$473K	Sell	40,689 -5,233	-11%	-$60.2K	0.02%	453
2025 Q3	$523K	Sell	45,922 -5,576	-11%	-$61.3K	0.02%	439
2025 Q2	$562K	Sell	51,498 -9,290	-15%	-$101K	0.02%	382
2025 Q1	$681K	Sell	60,788 -10,442	-15%	-$119K	0.03%	366
2024 Q4	$803K	Buy	71,230 +8,913	+14%	+$104K	0.03%	354
2024 Q3	$746K	Buy	62,317 +25,899	+71%	+$301K	0.03%	372
2024 Q2	$417K	Sell	36,418 -25,875	-42%	-$283K	0.02%	475
2024 Q1	$690K	Sell	62,293 -11,418	-15%	-$125K	0.03%	364
2023 Q4	$811K	Buy	+73,711	New	+$752K	0.07%	243

Other funds holding NEA

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's NEA Position: Q1 2026 in Review

GeoWealth Management sold out of Nuveen AMT-Free Quality Municipal Income Fund (NEA) in Q1 2026, closing a stake of 40,689 shares — an estimated $473K sold.

GeoWealth Management first reported a position in NEA in Q4 2023 and held it in 9 quarters. The position peaked at $811K in Q4 2023. 301 funds tracked by Wall St. Rank hold NEA as of Q1 2026.

GeoWealth Management reported no remaining Nuveen AMT-Free Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 40,689 Nuveen AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $473K.
GeoWealth Management first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 9 quarters.
GeoWealth Management's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $811K in Q4 2023.
301 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.