A detailed history of Geneos Wealth Management Inc. transactions in Nuveen Nasdaq 100 Dynamic Overwrite Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 157 shares of QQQX stock, worth $4,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
157
Holding current value
$4,355
% of portfolio
0.0%

Shares

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

Jan 21, 2025

BUY
$24.76 - $27.53 $3,887 - $4,322
157 New
157 $4,000
Q3 2022

Nov 14, 2022

SELL
$20.51 - $25.08 $15,772 - $19,286
-769 Reduced 60.27%
507 $10,000
Q4 2021

Feb 09, 2022

SELL
$28.05 - $30.65 $14,754 - $16,121
-526 Reduced 29.19%
1,276 $39,000
Q3 2021

Nov 09, 2021

SELL
$28.37 - $30.6 $14,922 - $16,095
-526 Reduced 22.59%
1,802 $51,000
Q2 2021

Jul 08, 2021

SELL
$26.57 - $29.57 $7,971 - $8,871
-300 Reduced 11.42%
2,328 $68,000
Q3 2020

Sep 07, 2021

SELL
$23.44 - $26.92 $7,032 - $8,076
-300 Reduced 10.25%
2,628 $63,000
Q4 2019

Sep 07, 2021

SELL
$21.85 - $24.12 $1,638 - $1,809
-75 Reduced 2.5%
2,928 $70,000
Q1 2019

Sep 07, 2021

SELL
$19.93 - $22.61 $7,374 - $8,365
-370 Reduced 10.97%
3,003 $66,000
Q4 2018

Sep 07, 2021

BUY
$18.52 - $24.49 $11,482 - $15,183
620 Added 22.52%
3,373 $66,000
Q3 2018

Sep 07, 2021

BUY
$23.75 - $26.35 $7,125 - $7,905
300 Added 12.23%
2,753 $66,000
Q2 2018

Sep 07, 2021

SELL
$24.12 - $28.0 $7,236 - $8,400
-300 Reduced 10.9%
2,453 $64,000
Q1 2018

Sep 07, 2021

SELL
$22.03 - $26.76 $4,406 - $5,352
-200 Reduced 6.77%
2,753 $67,000
Q4 2017

Sep 07, 2021

BUY
$22.21 - $24.48 $1,665 - $1,836
75 Added 2.61%
2,953 $71,000
Q2 2017

Sep 07, 2021

SELL
N/A
-800 Reduced 21.75%
2,878 $62,000
Q1 2017

Sep 07, 2021

BUY
N/A
500 Added 15.73%
3,678 $76,000
Q4 2016

Sep 07, 2021

SELL
N/A
-1,755 Reduced 35.58%
3,178 $58,000
Q3 2016

Sep 07, 2021

SELL
N/A
-250 Reduced 4.82%
4,933 $93,000
Q1 2016

Sep 07, 2021

BUY
N/A
5,183
5,183 $96,000

Others Institutions Holding QQQX

About Nuveen NASDAQ 100 Dynamic Overwrite Fund


  • Ticker QQQX
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Nasdaq 100 Dynamic Overwrite Fund is a closed-ended equity indexed 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 public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified ...
More about QQQX
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