Geneos Wealth Management Inc. Nuveen Amt Free Quality Municipal Income Fund Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Nuveen Amt Free Quality Municipal Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,465 shares of NEA stock, worth $74,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,465
Previous 6,511 0.71%
Holding current value
$74,282
Previous $77,000 6.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 21, 2025
SELL
$11.1 - $12.03 $510 - $553
-46 Reduced 0.71%
6,465 $72,000
Q3 2024

Nov 14, 2024
BUY
$11.31 - $11.96 $61,594 - $65,134
5,446 Added 511.36%
6,511 $77,000
Q3 2022

Nov 14, 2022
SELL
$10.53 - $12.78 $277,897 - $337,276
-26,391 Reduced 96.12%
1,065 $11,000
Q2 2022

Jul 22, 2022
BUY
$11.35 - $13.23 $13,620 - $15,876
1,200 Added 4.57%
27,456 $322,000
Q1 2022

May 16, 2022
SELL
$12.78 - $15.54 $1,316 - $1,600
-103 Reduced 0.39%
26,256 $345,000
Q4 2021

Feb 09, 2022
SELL
$14.87 - $15.6 $5,680 - $5,959
-382 Reduced 1.43%
26,359 $411,000
Q2 2021

Jul 08, 2021
SELL
$14.87 - $15.7 $154,276 - $162,887
-10,375 Reduced 27.95%
26,741 $421,000
Q4 2020

May 19, 2021
BUY
$14.17 - $15.1 $156,904 - $167,202
11,073 Added 42.52%
37,116 $392,000
Q3 2020

Sep 07, 2021
SELL
$13.97 - $14.74 $14,682 - $15,491
-1,051 Reduced 3.88%
26,043 $371,000
Q2 2020

Sep 07, 2021
BUY
$12.72 - $13.9 $16,993 - $18,570
1,336 Added 5.19%
27,094 $375,000
Q1 2020

Sep 07, 2021
SELL
$11.23 - $15.04 $1,123 - $1,504
-100 Reduced 0.39%
25,758 $341,000
Q4 2019

Sep 07, 2021
BUY
$14.0 - $14.38 $143,248 - $147,136
10,232 Added 65.48%
25,858 $370,000
Q3 2019

Sep 07, 2021
SELL
$13.81 - $14.42 $25,631 - $26,763
-1,856 Reduced 10.62%
15,626 $222,000
Q2 2019

Sep 07, 2021
BUY
$12.98 - $13.84 $15,420 - $16,441
1,188 Added 7.29%
17,482 $241,000
Q1 2019

Sep 07, 2021
SELL
$12.5 - $13.38 $27,500 - $29,436
-2,200 Reduced 11.9%
16,294 $217,000
Q4 2018

Sep 07, 2021
BUY
$12.04 - $12.63 $12,040 - $12,630
1,000 Added 5.72%
18,494 $227,000
Q3 2018

Sep 07, 2021
SELL
$12.53 - $13.07 $9,435 - $9,841
-753 Reduced 4.13%
17,494 $221,000
Q1 2018

Sep 07, 2021
SELL
$12.87 - $13.87 $15,598 - $16,810
-1,212 Reduced 6.23%
18,247 $237,000
Q4 2017

Sep 07, 2021
SELL
$13.54 - $13.91 $5,497 - $5,647
-406 Reduced 2.04%
19,459 $267,000
Q2 2017

Sep 07, 2021
BUY
N/A
3,090 Added 18.42%
19,865 $271,000
Q1 2017

Sep 07, 2021
BUY
N/A
490 Added 3.01%
16,775 $224,000
Q4 2016

Sep 07, 2021
BUY
N/A
812 Added 5.25%
16,285 $217,000
Q3 2016

Sep 07, 2021
BUY
N/A
4,998 Added 47.71%
15,473 $225,000
Q1 2016

Sep 07, 2021
BUY
N/A
10,475
10,475 $149,000

Others Institutions Holding NEA

# of Institutions
320
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen AMT-Free Quality Municipal Income Fund

NEA Quotes by TradingView
  • Ticker NEA
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...
More about NEA
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