Geneos Wealth Management’s Paylocity PCTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.55K	Sell
2025 Q2	$4.89K	Sell
2025 Q1	$16.1K	Buy
2024 Q4	$3.79K	Buy
2020 Q3	–	Sell
2020 Q2	$14K	Sell
2020 Q1	$27K	Sell
2019 Q4	$73K	Buy
2019 Q3	$47K	Hold
2019 Q2	$46K	Buy
2019 Q1	$26K	Buy