Geneos Wealth Management Inc. Nuveen Preferred & Income Opportunities Fund Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
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 208,255 shares of JPC stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
208,255
Previous 188,843
10.28%
Holding current value
$1.69 Million
Previous $1.5 Million
11.11%
% of portfolio
0.04%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding JPC
# of Institutions
312Shares Held
93.1MCall Options Held
0Put Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX28.6MShares$233 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.89MShares$56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.2MShares$34.2 Million0.0% of portfolio
-
Ubs Group Ag4.2MShares$34.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$30.6 Million0.01% of portfolio
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 ...