Geneos Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Geneos Wealth Management’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.06K	Sell	312 -1,386	-82%	-$26.9K	﹤0.01%	2513
2025 Q1	$36.3K	Buy	1,698 +938	+123%	+$20K	﹤0.01%	2072
2024 Q4	$14K	Hold	760	–	–	﹤0.01%	1897
2024 Q3	$14.1K	Hold	760	–	–	﹤0.01%	1698
2024 Q2	$14.3K	Hold	760	–	–	﹤0.01%	1451
2024 Q1	$13.9K	Sell	760 -1,300	-63%	-$23.7K	﹤0.01%	1462
2023 Q4	$32.9K	Sell	2,060 -111	-5%	-$1.77K	﹤0.01%	1202
2023 Q3	$35K	Hold	2,171	–	–	﹤0.01%	1185
2023 Q2	$32.2K	Buy	2,171 +1,300	+149%	+$19.3K	﹤0.01%	1217
2023 Q1	$11.4K	Sell	871 -1,189	-58%	-$15.6K	﹤0.01%	1512
2022 Q4	$25.6K	Hold	2,060	–	–	﹤0.01%	1257
2022 Q3	$22K	Sell	2,060 -1,385	-40%	-$14.8K	﹤0.01%	1293
2022 Q2	$36K	Hold	3,445	–	–	﹤0.01%	1421
2022 Q1	$39K	Buy	3,445 +1,300	+61%	+$14.7K	﹤0.01%	1490
2021 Q4	$21K	Hold	2,145	–	–	﹤0.01%	1866
2021 Q3	$23K	Hold	2,145	–	–	﹤0.01%	1850
2021 Q2	$25K	Hold	2,145	–	–	﹤0.01%	1802
2021 Q1	$20K	Sell	2,145 -100	-4%	-$932	﹤0.01%	2087
2020 Q4	$21K	Sell	2,245 -1,100	-33%	-$10.3K	﹤0.01%	1879
2020 Q3	$19K	Sell	3,345 -100	-3%	-$568	﹤0.01%	1677
2020 Q2	$28K	Hold	3,445	–	–	﹤0.01%	1476
2020 Q1	$20K	Buy	3,445 +400	+13%	+$2.32K	﹤0.01%	1516
2019 Q4	$58K	Hold	3,045	–	–	﹤0.01%	1177
2019 Q3	$65K	Hold	3,045	–	–	﹤0.01%	1064
2019 Q2	$76K	Hold	3,045	–	–	﹤0.01%	1010
2019 Q1	$75K	Hold	3,045	–	–	﹤0.01%	970
2018 Q4	$60K	Hold	3,045	–	–	﹤0.01%	1011
2018 Q3	$74K	Buy	3,045 +160	+6%	+$3.89K	﹤0.01%	995
2018 Q2	$68K	Hold	2,885	–	–	0.01%	921
2018 Q1	$62K	Sell	2,885 -696	-19%	-$15K	0.01%	917
2017 Q4	$78K	Hold	3,581	–	–	0.01%	836
2017 Q3	$78K	Sell	3,581 -1,000	-22%	-$21.8K	0.01%	784
2017 Q2	$119K	Buy	4,581 +1,000	+28%	+$26K	0.01%	631
2017 Q1	$111K	Buy	3,581 +3,385	+1,727%	+$105K	0.01%	632
2016 Q4	$6K	Buy	+196	New	+$6K	﹤0.01%	1588