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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return