JPC β€” NUVEEN PFD & INCOME OPPORTUNIT COM

Ownership history in Gen-Wealth Partners Inc  Β·  7 quarters on record

AI Ownership Summary

Gen-Wealth Partners Inc reported NUVEEN PFD & INCOME OPPORTUNIT COM (JPC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows JPC at 0.00% 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 JPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gen-Wealth Partners Inc's position in NUVEEN PFD & INCOME OPPORTUNIT COM, 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 Q3

JPC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Gen-Wealth Partners Inc held JPC β€” position size vs. price
% of Fund (quarterly)    JPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 429 -500 -53.8% 0.00% $4K 2025-11-14 $7.83
2025 Q2 UNCHANGED 929 β€” 0% 0.00% $7K 2025-08-14 $7.60
2025 Q1 UNCHANGED 929 β€” 0% 0.00% $7K 2025-05-13 $7.25
2024 Q4 UNCHANGED 929 β€” 0% 0.00% $7K 2025-02-14 $7.22
2024 Q3 UNCHANGED 929 β€” 0% 0.00% $7K 2024-11-13 $7.04
2024 Q2 UNCHANGED 929 β€” 0% 0.00% $7K 2024-08-13 $6.54
2024 Q1 INITIATED 929 β€” β€” 0.00% $7K 2024-05-15 $5.99

FAQ About Gen-Wealth Partners Inc and JPC

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

How long has Gen-Wealth Partners Inc reported owning JPC?

Gen-Wealth Partners Inc reported JPC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported JPC position in Gen-Wealth Partners Inc's portfolio?

The largest reported portfolio weight for JPC was 0.00% in 2024 Q2.

What is the latest reported JPC position on this page?

The most recent filing on this page is 2025 Q3, when Gen-Wealth Partners Inc reported 429 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this JPC ownership page compare?

The chart compares Gen-Wealth Partners Inc's quarterly JPC 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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