Geneos Wealth Management’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Sell |
131
-61
| -32% | -$10.5K | ﹤0.01% | 1976 |
|
|
2025
Q1 | $27.6K | Buy |
192
+136
| +243% | +$19.6K | ﹤0.01% | 2193 |
|
|
2024
Q4 | $8.54K | Sell |
56
-6
| -10% | -$915 | ﹤0.01% | 2112 |
|
|
2024
Q3 | $10.1K | Buy |
62
+32
| +107% | +$5.2K | ﹤0.01% | 1843 |
|
|
2024
Q2 | $4.47K | Hold |
30
| – | – | ﹤0.01% | 1745 |
|
|
2024
Q1 | $4.86K | Hold |
30
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q4 | $4.82K | Hold |
30
| – | – | ﹤0.01% | 1732 |
|
|
2023
Q3 | $5.01K | Buy |
+30
| New | +$5.01K | ﹤0.01% | 1745 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$10K | – | 2424 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1949 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 2125 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 2231 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 2344 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 2488 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 2315 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2271 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2279 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2196 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2161 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2170 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2102 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2125 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2122 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1984 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1887 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1802 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1750 |
|
|
2016
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1635 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1641 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1628 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1615 |
|