Geneos Wealth Management’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-388
| Closed | -$15.4K | – | 2541 |
|
|
2025
Q4 | $15.4K | Hold |
388
| – | – | ﹤0.01% | 1825 |
|
|
2025
Q3 | $15.8K | Sell |
388
-39
| -9% | -$1.62K | ﹤0.01% | 1815 |
|
|
2025
Q2 | $16.4K | Sell |
427
-551
| -56% | -$21.6K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $44.1K | Buy |
978
+566
| +137% | +$24.9K | ﹤0.01% | 1988 |
|
|
2024
Q4 | $16.2K | Hold |
412
| – | – | ﹤0.01% | 1831 |
|
|
2024
Q3 | $18.6K | Buy |
412
+24
| +6% | +$1.02K | ﹤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% | -$7.51K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $22K | Buy |
554
+299
| +117% | +$13.7K | ﹤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% | -$5.89K | ﹤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% | +$301 | ﹤0.01% | 1785 |
|
|
2019
Q1 | $14K | Hold |
375
| – | – | ﹤0.01% | 1717 |
|
|
2018
Q4 | $11K | Buy |
375
+141
| +60% | +$5.04K | ﹤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% | 1586 |
|
|
2017
Q4 | $11K | Buy |
234
+134
| +134% | +$6.92K | ﹤0.01% | 1610 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1763 |
|
|
2017
Q2 | $4K | Sell |
100
-156
| -61% | -$7.17K | ﹤0.01% | 1804 |
|
|
2017
Q1 | $11K | Buy |
256
+1
| +0.4% | +$43 | ﹤0.01% | 1455 |
|
|
2016
Q4 | $10K | Buy |
255
+1
| +0.4% | +$40 | ﹤0.01% | 1431 |
|
|
2016
Q3 | $9K | Buy |
254
+2
| +0.8% | +$75 | ﹤0.01% | 1402 |
|
|
2016
Q2 | $8K | Buy |
252
+2
| +0.8% | +$68 | ﹤0.01% | 1401 |
|
|
2016
Q1 | $8K | Buy |
+250
| New | +$6.97K | ﹤0.01% | 1388 |
|
Other funds holding PCH
Geneos Wealth Management's PCH Position: Q1 2026 in Review
Geneos Wealth Management sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 388 shares — an estimated $15.4K sold.
Geneos Wealth Management first reported a position in PCH in Q1 2016 and held it in 40 quarters. The position peaked at $44.1K in Q1 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.
- Geneos Wealth Management reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
- Geneos Wealth Management sold 388 PotlatchDeltic shares in Q1 2026, an estimated $15.4K.
- Geneos Wealth Management first reported a position in PotlatchDeltic in Q1 2016 and held it in 40 quarters.
- Geneos Wealth Management's PotlatchDeltic position peaked at $44.1K in Q1 2025.
- 2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.