Geneos Wealth Management’s PDC Energy, Inc. PDCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$10.7K | – | 2159 |
|
|
2023
Q2 | $10.7K | Hold |
150
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q1 | $9.63K | Hold |
150
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q4 | $9.52K | Hold |
150
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q3 | $8K | Sell |
150
-293
| -66% | -$18K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $27K | Hold |
443
| – | – | ﹤0.01% | 1557 |
|
|
2022
Q1 | $32K | Buy |
443
+250
| +130% | +$15.5K | ﹤0.01% | 1580 |
|
|
2021
Q4 | $9K | Buy |
+193
| New | +$9.9K | ﹤0.01% | 2246 |
|
|
2020
Q3 | – | Sell |
-2,231
| Closed | -$25K | – | 2706 |
|
|
2020
Q2 | $25K | Hold |
2,231
| – | – | ﹤0.01% | 1530 |
|
|
2020
Q1 | $14K | Hold |
2,231
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q4 | $56K | Hold |
2,231
| – | – | ﹤0.01% | 1196 |
|
|
2019
Q3 | $62K | Buy |
2,231
+2,000
| +866% | +$60K | ﹤0.01% | 1080 |
|
|
2019
Q2 | $8K | Hold |
231
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q1 | $9K | Hold |
231
| – | – | ﹤0.01% | 1887 |
|
|
2018
Q4 | $6K | Hold |
231
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q3 | $11K | Buy |
+231
| New | +$12.8K | ﹤0.01% | 1827 |
|
|
2018
Q2 | – | Sell |
-231
| Closed | -$11K | – | 2349 |
|
|
2018
Q1 | $11K | Hold |
231
| – | – | ﹤0.01% | 1626 |
|
|
2017
Q4 | $11K | Hold |
231
| – | – | ﹤0.01% | 1618 |
|
|
2017
Q3 | $11K | Sell |
231
-100
| -30% | -$4.3K | ﹤0.01% | 1553 |
|
|
2017
Q2 | $14K | Hold |
331
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q1 | $20K | Hold |
331
| – | – | ﹤0.01% | 1249 |
|
|
2016
Q4 | $24K | Hold |
331
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q3 | $22K | Hold |
331
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q2 | $19K | Hold |
331
| – | – | ﹤0.01% | 1139 |
|
|
2016
Q1 | $19K | Buy |
+331
| New | +$17.3K | ﹤0.01% | 1113 |
|
Other funds holding PDCE
SIS
BTI
IA
HNB
Geneos Wealth Management's PDCE Position: Q3 2023 in Review
Geneos Wealth Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 150 shares — an estimated $10.7K sold.
Geneos Wealth Management first reported a position in PDCE in Q1 2016 and held it in 24 quarters. The position peaked at $62K in Q3 2019. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.
- Geneos Wealth Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
- Geneos Wealth Management sold 150 PDC Energy, Inc. shares in Q3 2023, an estimated $10.7K.
- Geneos Wealth Management first reported a position in PDC Energy, Inc. in Q1 2016 and held it in 24 quarters.
- Geneos Wealth Management's PDC Energy, Inc. position peaked at $62K in Q3 2019.
- 4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.
Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.