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Nuveen shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Nuveen (NMCO) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Nuveen

Tip: Access up to 7 years of quarterly data

All positions including Nuveen held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 39k 10.86
2025-06-30 $379k 35k 10.73

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Nuveen

Gridiron Partners
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Royal Bank of Canada
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Advisors Asset Management
Commonwealth Equity Services
LPL Financial
Capital Investment Advisors
Hennion & Walsh Asset Management
Advisor Group Holdings

View all funds holding Nuveen