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Gerber Kawasaki Wealth & Investment Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$616K Buy
66,022
+13,368
+25% +$125K 0.02% 216
2026
Q1 		$494K Buy
52,654
+32,154
+157% +$301K 0.02% 220
2025
Q4 		$183K Hold
20,500
– – 0.01% 328
2025
Q3 		$182K Buy
+20,500
New +$176K 0.01% 325

Other funds holding NCA

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
SGWM
Sterling Group Wealth Management Pasadena, California $244M AUM 21.97% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NCA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Nuveen California Municipal Value Fund (NCA) stake by 25% in Q2 2026, buying an estimated $125K and bringing the position to 66,022 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #216.

Gerber Kawasaki Wealth & Investment Management first reported a position in NCA in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 66,022 shares of Nuveen California Municipal Value Fund worth $616K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 13,368 Nuveen California Municipal Value Fund shares in Q2 2026, an estimated $125K.
  • Nuveen California Municipal Value Fund made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #216 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen California Municipal Value Fund in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.