JCE β€” NUVEEN CORE EQUITY ALPHA FD

Ownership history in Centurion Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

Centurion Wealth Management LLC reported NUVEEN CORE EQUITY ALPHA FD (JCE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows JCE at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centurion Wealth Management LLC's position in NUVEEN CORE EQUITY ALPHA FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JCE was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centurion Wealth Management LLC held JCE β€” position size vs. price
% of Fund (quarterly)    JCE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,480 +490 +4.1% 0.04% $199K 2026-02-14 (Est.) $15.36
2025 Q3 ADDED 11,990 +245 +2.1% 0.04% $189K 2025-10-09 $14.97
2025 Q2 ADDED 11,745 +255 +2.2% 0.05% $182K 2025-07-07 $14.44
2025 Q1 UNCHANGED 11,490 β€” 0% 0.06% $183K 2025-04-16 $12.37
2024 Q4 ADDED 11,490 +461 +4.2% 0.06% $183K 2025-02-10 $14.41
2024 Q3 INITIATED 11,029 β€” β€” 0.05% $170K 2024-11-07 $13.63

FAQ About Centurion Wealth Management LLC and JCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centurion Wealth Management LLC reported owning JCE?

Centurion Wealth Management LLC reported JCE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported JCE position in Centurion Wealth Management LLC's portfolio?

The largest reported portfolio weight for JCE was 0.06% in 2025 Q1.

What is the latest reported JCE position on this page?

The most recent filing on this page is 2025 Q4, when Centurion Wealth Management LLC reported 12,480 shares, equal to 0.04% of portfolio, with an estimated market value of $199K.

What does the chart on this JCE ownership page compare?

The chart compares Centurion Wealth Management LLC's quarterly JCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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