A detailed history of Geneos Wealth Management Inc. transactions in Nuveen Preferred & Income Opportunities Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 171,316 shares of JPC stock, worth $1.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
171,316
Previous 167,238 2.44%
Holding current value
$1.36 Million
Previous $1.35 Million 0.07%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$7.83 - $8.16 $31,930 - $33,276
4,078 Added 2.44%
171,316 $1.35 Million
Q3 2024

Nov 14, 2024

BUY
$7.45 - $8.23 $45,705 - $50,491
6,135 Added 3.81%
167,238 $1.35 Million
Q2 2024

Jul 23, 2024

BUY
$6.8 - $7.52 $56,650 - $62,649
8,331 Added 5.45%
161,103 $1.2 Million
Q1 2024

May 03, 2024

SELL
$6.83 - $7.3 $74,679 - $79,818
-10,934 Reduced 6.68%
152,772 $1.1 Million
Q4 2023

Jan 26, 2024

BUY
$5.96 - $6.76 $975,687 - $1.11 Million
163,706 New
163,706 $1.11 Million
Q3 2019

Sep 07, 2021

SELL
$9.62 - $10.1 $24,049 - $25,250
-2,500 Reduced 41.33%
3,549 $35,000
Q2 2019

Sep 07, 2021

BUY
$9.32 - $9.91 $20,737 - $22,049
2,225 Added 58.19%
6,049 $59,000
Q1 2019

Sep 07, 2021

SELL
$8.49 - $9.59 $8,490 - $9,590
-1,000 Reduced 20.73%
3,824 $36,000
Q3 2018

Sep 07, 2021

SELL
$9.19 - $9.49 $9,190 - $9,490
-1,000 Reduced 17.17%
4,824 $44,000
Q3 2017

Sep 07, 2021

SELL
$10.32 - $10.72 $10,320 - $10,720
-1,000 Reduced 14.65%
5,824 $61,000
Q2 2017

Sep 07, 2021

SELL
N/A
-704 Reduced 9.35%
6,824 $70,000
Q1 2017

Sep 07, 2021

BUY
N/A
9 Added 0.12%
7,528 $73,000
Q4 2016

Sep 07, 2021

BUY
N/A
18 Added 0.24%
7,519 $73,000
Q3 2016

Sep 07, 2021

BUY
N/A
8 Added 0.11%
7,501 $75,000
Q2 2016

Sep 07, 2021

BUY
N/A
3,013 Added 67.25%
7,493 $75,000
Q1 2016

Sep 07, 2021

BUY
N/A
4,480
4,480 $42,000

Others Institutions Holding JPC

About Nuveen Preferred & Income Opportunities Fund


  • Ticker JPC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to ...
More about JPC
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