Geneos Wealth Management Inc. Nuveen Multi Asset Income Fund Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Nuveen Multi Asset Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 381 shares of NMAI stock, worth $4,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
381
Previous 1,423 73.23%
Holding current value
$4,960
Previous $17,000 76.47%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$12.35 - $13.01 $12,868 - $13,556
-1,042 Reduced 73.23%
381 $4,000
Q2 2025

Aug 18, 2025
BUY
$10.75 - $12.65 $11,201 - $13,181
1,042 Added 273.49%
1,423 $17,000
Q1 2025

May 07, 2025
SELL
$11.9 - $12.65 $2,296 - $2,441
-193 Reduced 33.62%
381 $4,000
Q4 2024

Jan 21, 2025
BUY
$11.86 - $13.16 $1,862 - $2,066
157 Added 37.65%
574 $6,000
Q3 2024

Nov 14, 2024
BUY
$12.3 - $13.48 $442 - $485
36 Added 9.45%
417 $5,000
Q2 2023

Aug 08, 2023
SELL
$11.32 - $11.83 $5,807 - $6,068
-513 Reduced 57.38%
381 $4,000
Q1 2023

Apr 25, 2023
SELL
$11.03 - $12.96 $6,948 - $8,164
-630 Reduced 41.34%
894 $10,000
Q4 2022

Jan 30, 2023
SELL
$10.63 - $12.4 $6,229 - $7,266
-586 Reduced 27.77%
1,524 $17,000
Q3 2022

Nov 14, 2022
SELL
$11.39 - $14.6 $105,346 - $135,035
-9,249 Reduced 81.42%
2,110 $24,000
Q1 2022

May 16, 2022
BUY
$14.78 - $19.07 $167,886 - $216,616
11,359 New
11,359 $184,000

Others Institutions Holding NMAI

# of Institutions
83
Shares Held
7.5M
Call Options Held
0
Put Options Held
0
View Full List

About Nuveen Multi-Asset Income Fund

NMAI Quotes by TradingView
  • Ticker NMAI
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about NMAI
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