Geneos Wealth Management’s PureCycle Technologies PCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.5K	Hold	1,700	–	–	﹤0.01%	2502
2026 Q2	$13.8K	Buy	1,700 +700	+70%	+$6.28K	﹤0.01%	1917
2026 Q1	$5.19K	Buy	1,000 +500	+100%	+$4.16K	﹤0.01%	2154
2025 Q4	$4.3K	Hold	500	–	–	﹤0.01%	2184
2025 Q3	$6.58K	Hold	500	–	–	﹤0.01%	2081
2025 Q2	$6.85K	Hold	500	–	–	﹤0.01%	2467
2025 Q1	$3.46K	Hold	500	–	–	﹤0.01%	2625
2024 Q4	$5.12K	Hold	500	–	–	﹤0.01%	2326
2024 Q3	$4.75K	Hold	500	–	–	﹤0.01%	2084
2024 Q2	$2.96K	Hold	500	–	–	﹤0.01%	1812
2024 Q1	$3.11K	Hold	500	–	–	﹤0.01%	1802
2023 Q4	$2.02K	Hold	500	–	–	﹤0.01%	1917
2023 Q3	$2.8K	Buy	+500	New	+$4.69K	﹤0.01%	1872

Other funds holding PCT

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $8.37B AUM 3.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return

Geneos Wealth Management's PCT Position: Q3 2026 in Review

Geneos Wealth Management held its PureCycle Technologies (PCT) position steady in Q3 2026 at 1,700 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Geneos Wealth Management first reported a position in PCT in Q3 2023 and has held it in 13 quarters since. The position peaked at $13.8K in Q2 2026. 171 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

Geneos Wealth Management held 1,700 shares of PureCycle Technologies worth $7.5K as of Q3 2026.
Geneos Wealth Management left its PureCycle Technologies share count unchanged in Q3 2026.
PureCycle Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2502 holding.
Geneos Wealth Management first reported a position in PureCycle Technologies in Q3 2023 and has held it in 13 quarters since.
Geneos Wealth Management's PureCycle Technologies position peaked at $13.8K in Q2 2026.
171 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.