Geneos Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
37,895
-124,187
| -77% | -$4.35M | 0.03% | 458 |
|
|
2025
Q1 | $5.91M | Buy |
162,082
+147,776
| +1,033% | +$5.39M | 0.09% | 279 |
|
|
2024
Q4 | $536K | Sell |
14,306
-872
| -6% | -$32.7K | 0.02% | 567 |
|
|
2024
Q3 | $572K | Sell |
15,178
-1,261
| -8% | -$47.6K | 0.02% | 529 |
|
|
2024
Q2 | $538K | Buy |
16,439
+219
| +1% | +$7.16K | 0.02% | 478 |
|
|
2024
Q1 | $582K | Sell |
16,220
-64,791
| -80% | -$2.32M | 0.03% | 460 |
|
|
2023
Q4 | $2.96M | Buy |
81,011
+13,379
| +20% | +$488K | 0.15% | 168 |
|
|
2023
Q3 | $2.27M | Buy |
67,632
+2,062
| +3% | +$69.2K | 0.12% | 194 |
|
|
2023
Q2 | $2.23M | Buy |
65,570
+1,228
| +2% | +$41.9K | 0.12% | 193 |
|
|
2023
Q1 | $2.1M | Buy |
64,342
+26,730
| +71% | +$872K | 0.13% | 188 |
|
|
2022
Q4 | $1.2M | Buy |
37,612
+10
| +0% | +$318 | 0.07% | 247 |
|
|
2022
Q3 | $1.05M | Sell |
37,602
-123,726
| -77% | -$3.47M | 0.07% | 245 |
|
|
2022
Q2 | $5.48M | Sell |
161,328
-3,517
| -2% | -$120K | 0.27% | 86 |
|
|
2022
Q1 | $5.67M | Buy |
+164,845
| New | +$5.67M | 0.24% | 92 |
|