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Gen-Wealth Partners’s Peoples Bancorp PEBO Stock Holding History

Gen-Wealth Partners’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,000
Closed -$29.6K – 682
2024
Q1 		$29.6K Buy
+1,000
New +$29.4K 0.01% 408

Other funds holding PEBO

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Gen-Wealth Partners's PEBO Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Peoples Bancorp (PEBO) in Q2 2024, closing a stake of 1,000 shares — an estimated $29.6K sold.

Gen-Wealth Partners first reported a position in PEBO in Q1 2024 and held it in 1 quarter. The position peaked at $29.6K in Q1 2024. 153 funds tracked by Wall St. Rank hold PEBO as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Peoples Bancorp position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,000 Peoples Bancorp shares in Q2 2024, an estimated $29.6K.
  • Gen-Wealth Partners first reported a position in Peoples Bancorp in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Peoples Bancorp position peaked at $29.6K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.