Geneos Wealth Management’s PotlatchDeltic PCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.4K	Sell	427 -551	-56%	-$21.1K	﹤0.01%	2123
2025 Q1	$44.1K	Buy	978 +566	+137%	+$25.5K	﹤0.01%	1988
2024 Q4	$16.2K	Hold	412	–	–	﹤0.01%	1831
2024 Q3	$18.6K	Buy	412 +24	+6%	+$1.08K	﹤0.01%	1587
2024 Q2	$15.3K	Hold	388	–	–	﹤0.01%	1426
2024 Q1	$18.2K	Hold	388	–	–	﹤0.01%	1383
2023 Q4	$19.1K	Hold	388	–	–	﹤0.01%	1377
2023 Q3	$17.6K	Hold	388	–	–	﹤0.01%	1420
2023 Q2	$20.5K	Hold	388	–	–	﹤0.01%	1371
2023 Q1	$19.2K	Hold	388	–	–	﹤0.01%	1360
2022 Q4	$17.1K	Sell	388 -166	-30%	-$7.3K	﹤0.01%	1383
2022 Q3	$22K	Buy	554 +299	+117%	+$11.9K	﹤0.01%	1294
2022 Q2	$11K	Hold	255	–	–	﹤0.01%	1911
2022 Q1	$13K	Hold	255	–	–	﹤0.01%	1980
2021 Q4	$15K	Hold	255	–	–	﹤0.01%	2026
2021 Q3	$13K	Hold	255	–	–	﹤0.01%	2113
2021 Q2	$13K	Hold	255	–	–	﹤0.01%	2100
2021 Q1	$15K	Hold	255	–	–	﹤0.01%	2208
2020 Q4	$13K	Sell	255 -128	-33%	-$6.53K	﹤0.01%	2117
2020 Q3	$15K	Hold	383	–	–	﹤0.01%	1793
2020 Q2	$13K	Hold	383	–	–	﹤0.01%	1809
2020 Q1	$11K	Hold	383	–	–	﹤0.01%	1779
2019 Q4	$16K	Hold	383	–	–	﹤0.01%	1791
2019 Q3	$15K	Hold	383	–	–	﹤0.01%	1736
2019 Q2	$14K	Buy	383 +8	+2%	+$292	﹤0.01%	1785
2019 Q1	$14K	Hold	375	–	–	﹤0.01%	1717
2018 Q4	$11K	Buy	375 +141	+60%	+$4.14K	﹤0.01%	1757
2018 Q3	$9K	Hold	234	–	–	﹤0.01%	1883
2018 Q2	$11K	Hold	234	–	–	﹤0.01%	1687
2018 Q1	$12K	Hold	234	–	–	﹤0.01%	1587
2017 Q4	$11K	Buy	234 +134	+134%	+$6.3K	﹤0.01%	1610
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1763
2017 Q2	$4K	Sell	100 -156	-61%	-$6.24K	﹤0.01%	1804
2017 Q1	$11K	Buy	256 +1	+0.4%	+$43	﹤0.01%	1455
2016 Q4	$10K	Buy	255 +1	+0.4%	+$39	﹤0.01%	1431
2016 Q3	$9K	Buy	254 +2	+0.8%	+$71	﹤0.01%	1402
2016 Q2	$8K	Buy	252 +2	+0.8%	+$63	﹤0.01%	1401
2016 Q1	$8K	Buy	+250	New	+$8K	﹤0.01%	1388