GWM
PBCT

Geneos Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Geneos Wealth Management’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-41,626
Closed -$832K – 2873
2022
Q1 		$832K Buy
41,626
+2,556
+7% +$52.2K 0.04% 412
2021
Q4 		$696K Sell
39,070
-3,541
-8% -$63.1K 0.03% 486
2021
Q3 		$759K Buy
42,611
+1,656
+4% +$26.9K 0.03% 464
2021
Q2 		$704K Sell
40,955
-7,339
-15% -$134K 0.03% 467
2021
Q1 		$875K Buy
48,294
+84
+0.2% +$1.35K 0.02% 459
2020
Q4 		$867K Buy
48,210
+15,786
+49% +$190K 0.03% 390
2020
Q3 		$321K Buy
32,424
+2,121
+7% +$23K 0.02% 542
2020
Q2 		$328K Buy
30,303
+1,458
+5% +$17K 0.02% 521
2020
Q1 		$334K Sell
28,845
-2,835
-9% -$42.1K 0.02% 468
2019
Q4 		$530K Buy
31,680
+2,524
+9% +$41.4K 0.03% 422
2019
Q3 		$458K Buy
29,156
+31
+0.1% +$485 0.03% 427
2019
Q2 		$488K Buy
29,125
+20
+0.1% +$332 0.03% 411
2019
Q1 		$478K Buy
29,105
+11,294
+63% +$188K 0.03% 411
2018
Q4 		$254K Sell
17,811
-4,866
-21% -$77K 0.02% 525
2018
Q3 		$388K Buy
22,677
+3,680
+19% +$67.3K 0.03% 440
2018
Q2 		$343K Buy
18,997
+34
+0.2% +$633 0.03% 404
2018
Q1 		$353K Buy
18,963
+34
+0.2% +$660 0.03% 384
2017
Q4 		$353K Buy
18,929
+12,815
+210% +$237K 0.03% 394
2017
Q3 		$110K Buy
6,114
+36
+0.6% +$621 0.01% 672
2017
Q2 		$107K Sell
6,078
-1,389
-19% -$24.1K 0.01% 662
2017
Q1 		$135K Sell
7,467
-6,227
-45% -$118K 0.01% 576
2016
Q4 		$265K Buy
13,694
+108
+0.8% +$1.91K 0.04% 399
2016
Q3 		$214K Buy
13,586
+121
+0.9% +$1.88K 0.03% 433
2016
Q2 		$197K Buy
13,465
+120
+0.9% +$1.86K 0.03% 445
2016
Q1 		$215K Buy
+13,345
New +$200K 0.03% 420

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Geneos Wealth Management's PBCT Position: Q2 2022 in Review

Geneos Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 41,626 shares — an estimated $832K sold.

Geneos Wealth Management first reported a position in PBCT in Q1 2016 and held it in 25 quarters. The position peaked at $875K in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Geneos Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 41,626 People's United Financial Inc shares in Q2 2022, an estimated $832K.
  • Geneos Wealth Management first reported a position in People's United Financial Inc in Q1 2016 and held it in 25 quarters.
  • Geneos Wealth Management's People's United Financial Inc position peaked at $875K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.