Geneos Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.17K | Sell |
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|
2025
Q2 | $14.6K | Sell |
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|
2025
Q1 | $29.6K | Buy |
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|
2024
Q4 | $17.8K | Sell |
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|
2024
Q3 | $30K | Buy |
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|
2024
Q2 | $2.51K | Hold |
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|
2024
Q1 | $2.41K | Hold |
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|
2023
Q4 | $2.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $906K | Sell |
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|
2020
Q2 | $862K | Buy |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $51K | Sell |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $120K | Sell |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $269K | Sell |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $301K | Hold |
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|
2016
Q1 | $282K | Buy |
|