GKWIM
NXC

Gerber Kawasaki Wealth & Investment Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio NXC Stock Details NXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,000
Closed -$211K – 367
2025
Q4 		$211K Buy
16,000
+6,000
+60% +$79K 0.01% 318
2025
Q3 		$130K Buy
+10,000
New +$129K ﹤0.01% 329

Other funds holding NXC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NXC Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2026, closing a stake of 16,000 shares — an estimated $211K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NXC in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 1 fund tracked by Wall St. Rank holds NXC as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 16,000 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2026, an estimated $211K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2025 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $211K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.