Nuveen Preferred And equity shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Nuveen Preferred And equity
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Quarterly reported holdings in Nuveen Preferred And equity by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $52k | 2.7k | 19.24 |
| 2023-12-31 | $50k | 2.7k | 18.28 |
| 2023-09-30 | $47k | 2.7k | 17.17 |
| 2023-06-30 | $46k | 2.7k | 16.79 |
| 2023-03-31 | $48k | 2.7k | 17.63 |
| 2022-12-31 | $50k | 2.7k | 18.58 |
| 2022-09-30 | $49k | 2.7k | 18.06 |
| 2022-06-30 | $79k | 4.1k | 19.16 |
| 2022-03-31 | $90k | 4.1k | 21.82 |
| 2021-12-31 | $111k | 4.3k | 25.79 |
| 2021-09-30 | $71k | 2.8k | 24.95 |
| 2021-06-30 | $72k | 2.8k | 25.30 |
| 2021-03-31 | $72k | 2.8k | 25.30 |
| 2020-12-31 | $70k | 2.8k | 24.60 |
| 2020-09-30 | $62k | 2.8k | 21.79 |
| 2020-06-30 | $62k | 2.8k | 21.79 |
| 2020-03-31 | $50k | 2.8k | 17.57 |
| 2019-12-31 | $70k | 2.8k | 25.28 |
| 2019-09-30 | $64k | 2.6k | 24.72 |
| 2019-06-30 | $61k | 2.6k | 23.56 |
| 2019-03-31 | $58k | 2.6k | 22.40 |
| 2018-12-31 | $52k | 2.6k | 20.09 |
| 2018-09-30 | $58k | 2.6k | 22.40 |
| 2018-03-31 | $9.0k | 400 | 22.50 |
| 2017-12-31 | $39k | 1.6k | 24.68 |
| 2017-09-30 | $39k | 1.6k | 24.68 |
| 2017-06-30 | $38k | 1.6k | 24.05 |
| 2017-03-31 | $28k | 1.2k | 23.73 |