Geneos Wealth Management’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.4K | Hold |
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|
2025
Q2 | $54.2K | Sell |
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|
2025
Q1 | $135K | Buy |
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|
2024
Q4 | $90.3K | Sell |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $120K | Sell |
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|
2023
Q4 | $193K | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $742K | Sell |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $613K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $517K | Sell |
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|
2019
Q3 | $528K | Sell |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $411K | Sell |
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|
2018
Q3 | $499K | Buy |
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|
2018
Q2 | $494K | Sell |
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|
2018
Q1 | $447K | Sell |
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|
2017
Q4 | $544K | Buy |
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|
2017
Q3 | $526K | Buy |
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|
2017
Q2 | $491K | Sell |
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|
2017
Q1 | $475K | Sell |
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|
2016
Q4 | $471K | Sell |
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|
2016
Q3 | $462K | Sell |
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|
2016
Q2 | $483K | Sell |
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|
2016
Q1 | $420K | Buy |
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