Geneos Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-576	Closed	-$46K	–	2986
2025 Q2	$46K	Sell	576 -836	-59%	-$69.9K	﹤0.01%	1616
2025 Q1	$121K	Buy	1,412 +1,122	+387%	+$92K	﹤0.01%	1460
2024 Q4	$22.6K	Hold	290	–	–	﹤0.01%	1673
2024 Q3	$20.9K	Buy	+290	New	+$20.5K	﹤0.01%	1546
2021 Q3	–	Sell	-63	Closed	-$3K	–	2889
2021 Q2	$3K	Hold	63	–	–	﹤0.01%	2589
2021 Q1	$2K	Hold	63	–	–	﹤0.01%	2916
2020 Q4	$2K	Hold	63	–	–	﹤0.01%	2713
2020 Q3	$2K	Buy	+63	New	+$2.34K	﹤0.01%	2435
2016 Q4	–	Sell	-200	Closed	-$9K	–	2081
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	1401
2016 Q2	$10K	Hold	200	–	–	﹤0.01%	1329
2016 Q1	$10K	Buy	+200	New	+$9.85K	﹤0.01%	1309

Other funds holding PBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geneos Wealth Management's PBH Position: Q3 2025 in Review

Geneos Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q3 2025, closing a stake of 576 shares — an estimated $46K sold.

Geneos Wealth Management first reported a position in PBH in Q1 2016 and held it in 11 quarters. The position peaked at $121K in Q1 2025. 356 funds tracked by Wall St. Rank hold PBH as of Q3 2025.

Geneos Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 576 Prestige Consumer Healthcare shares in Q3 2025, an estimated $46K.
Geneos Wealth Management first reported a position in Prestige Consumer Healthcare in Q1 2016 and held it in 11 quarters.
Geneos Wealth Management's Prestige Consumer Healthcare position peaked at $121K in Q1 2025.
356 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.