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Geneos Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Geneos Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.6K Hold
1,316
– – ﹤0.01% 1841
2025
Q4 		$14.9K Hold
1,316
– – ﹤0.01% 1836
2025
Q3 		$15K Hold
1,316
– – ﹤0.01% 1831
2025
Q2 		$13.1K Sell
1,316
-1,316
-50% -$12.2K ﹤0.01% 2215
2025
Q1 		$26.7K Buy
2,632
+1,316
+100% +$16.1K ﹤0.01% 2203
2024
Q4 		$17.8K Hold
1,316
– – ﹤0.01% 1781
2024
Q3 		$17.4K Hold
1,316
– – ﹤0.01% 1610
2024
Q2 		$18.1K Sell
1,316
-47
-3% -$684 ﹤0.01% 1380
2024
Q1 		$21K Buy
1,363
+47
+4% +$740 ﹤0.01% 1345
2023
Q4 		$21K Hold
1,316
– – ﹤0.01% 1333
2023
Q3 		$17.9K Hold
1,316
– – ﹤0.01% 1413
2023
Q2 		$18.3K Hold
1,316
– – ﹤0.01% 1408
2023
Q1 		$18.5K Hold
1,316
– – ﹤0.01% 1372
2022
Q4 		$17.6K Hold
1,316
– – ﹤0.01% 1367
2022
Q3 		$19K Hold
1,316
– – ﹤0.01% 1340
2022
Q2 		$22K Hold
1,316
– – ﹤0.01% 1649
2022
Q1 		$32K Hold
1,316
– – ﹤0.01% 1575
2021
Q4 		$29K Hold
1,316
– – ﹤0.01% 1706
2021
Q3 		$30K Hold
1,316
– – ﹤0.01% 1730
2021
Q2 		$31K Hold
1,316
– – ﹤0.01% 1702
2021
Q1 		$31K Hold
1,316
– – ﹤0.01% 1862
2020
Q4 		$33K Hold
1,316
– – ﹤0.01% 1664
2020
Q3 		$16K Hold
1,316
– – ﹤0.01% 1761
2020
Q2 		$17K Hold
1,316
– – ﹤0.01% 1693
2020
Q1 		$14K Hold
1,316
– – ﹤0.01% 1658
2019
Q4 		$35K Hold
1,316
– – ﹤0.01% 1439
2019
Q3 		$36K Hold
1,316
– – ﹤0.01% 1340
2019
Q2 		$37K Hold
1,316
– – ﹤0.01% 1345
2019
Q1 		$40K Hold
1,316
– – ﹤0.01% 1250
2018
Q4 		$37K Buy
+1,316
New +$43.7K ﹤0.01% 1236
2017
Q1 		– Sell
-60
Closed -$1K – 2117
2016
Q4 		$1K Hold
60
– – ﹤0.01% 1981
2016
Q3 		$1K Buy
+60
New +$1.72K ﹤0.01% 1908

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geneos Wealth Management's PEB Position: Q1 2026 in Review

Geneos Wealth Management held its Pebblebrook Hotel Trust (PEB) position steady in Q1 2026 at 1,316 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Geneos Wealth Management first reported a position in PEB in Q3 2016 and has held it in 32 quarters since. The position peaked at $40K in Q1 2019. 260 funds tracked by Wall St. Rank hold PEB as of Q1 2026.

  • Geneos Wealth Management held 1,316 shares of Pebblebrook Hotel Trust worth $16.6K as of Q1 2026.
  • Geneos Wealth Management left its Pebblebrook Hotel Trust share count unchanged in Q1 2026.
  • Pebblebrook Hotel Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1841 holding.
  • Geneos Wealth Management first reported a position in Pebblebrook Hotel Trust in Q3 2016 and has held it in 32 quarters since.
  • Geneos Wealth Management's Pebblebrook Hotel Trust position peaked at $40K in Q1 2019.
  • 260 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.