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Geneos Wealth Management’s Pitney Bowes PBI Stock Holding History

Geneos Wealth Management’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,117
Closed -$15K – 2845
2021
Q3 		$15K Buy
2,117
+14
+0.7% +$110 ﹤0.01% 2066
2021
Q2 		$17K Sell
2,103
-346
-14% -$2.88K ﹤0.01% 1997
2021
Q1 		$18K Buy
2,449
+103
+4% +$883 ﹤0.01% 2132
2020
Q4 		$17K Buy
2,346
+285
+14% +$1.71K ﹤0.01% 2003
2020
Q3 		$10K Sell
2,061
-282
-12% -$1.3K ﹤0.01% 1950
2020
Q2 		$5K Buy
2,343
+639
+38% +$1.6K ﹤0.01% 2157
2020
Q1 		$3K Buy
1,704
+365
+27% +$1.25K ﹤0.01% 2192
2019
Q4 		$5K Buy
1,339
+11
+0.8% +$50 ﹤0.01% 2197
2019
Q3 		$5K Buy
1,328
+12
+0.9% +$48 ﹤0.01% 2109
2019
Q2 		$5K Sell
1,316
-665
-34% -$3.57K ﹤0.01% 2123
2019
Q1 		$13K Buy
1,981
+1,094
+123% +$7.57K ﹤0.01% 1748
2018
Q4 		$5K Hold
887
– – ﹤0.01% 1994
2018
Q3 		$6K Hold
887
– – ﹤0.01% 2023
2018
Q2 		$7K Hold
887
– – ﹤0.01% 1839
2018
Q1 		$9K Sell
887
-16
-2% -$198 ﹤0.01% 1689
2017
Q4 		$10K Buy
903
+4
+0.4% +$47 ﹤0.01% 1639
2017
Q3 		$12K Hold
899
– – ﹤0.01% 1517
2017
Q2 		$13K Hold
899
– – ﹤0.01% 1441
2017
Q1 		$11K Hold
899
– – ﹤0.01% 1454
2016
Q4 		$13K Hold
899
– – ﹤0.01% 1351
2016
Q3 		$16K Hold
899
– – ﹤0.01% 1215
2016
Q2 		$15K Sell
899
-107
-11% -$2.06K ﹤0.01% 1203
2016
Q1 		$21K Buy
+1,006
New +$19.1K ﹤0.01% 1080

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's PBI Position: Q4 2021 in Review

Geneos Wealth Management sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 2,117 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in PBI in Q1 2016 and held it in 23 quarters. The position peaked at $21K in Q1 2016. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

  • Geneos Wealth Management reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 2,117 Pitney Bowes shares in Q4 2021, an estimated $15K.
  • Geneos Wealth Management first reported a position in Pitney Bowes in Q1 2016 and held it in 23 quarters.
  • Geneos Wealth Management's Pitney Bowes position peaked at $21K in Q1 2016.
  • 262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.