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Geneos Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Geneos Wealth Management’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$601K Sell
16,067
-299
-2% -$11.1K 0.01% 636
2025
Q4 		$582K Buy
16,366
+1,176
+8% +$40.8K 0.01% 625
2025
Q3 		$521K Sell
15,190
-22,705
-60% -$787K 0.01% 636
2025
Q2 		$1.33M Sell
37,895
-124,187
-77% -$4.39M 0.03% 458
2025
Q1 		$5.91M Buy
162,082
+147,776
+1,033% +$5.34M 0.09% 279
2024
Q4 		$536K Sell
14,306
-872
-6% -$33.2K 0.02% 567
2024
Q3 		$572K Sell
15,178
-1,261
-8% -$45K 0.02% 529
2024
Q2 		$538K Buy
16,439
+219
+1% +$7.14K 0.02% 478
2024
Q1 		$582K Sell
16,220
-64,791
-80% -$2.29M 0.03% 460
2023
Q4 		$2.96M Buy
81,011
+13,379
+20% +$468K 0.15% 168
2023
Q3 		$2.27M Buy
67,632
+2,062
+3% +$71.3K 0.12% 194
2023
Q2 		$2.23M Buy
65,570
+1,228
+2% +$38.3K 0.12% 193
2023
Q1 		$2.1M Buy
64,342
+26,730
+71% +$875K 0.13% 188
2022
Q4 		$1.2M Buy
37,612
+10
+0% +$307 0.07% 247
2022
Q3 		$1.05M Sell
37,602
-123,726
-77% -$4.07M 0.07% 245
2022
Q2 		$5.48M Sell
161,328
-3,517
-2% -$119K 0.27% 86
2022
Q1 		$5.67M Buy
+164,845
New +$5.41M 0.24% 92

Other funds holding PECO

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Geneos Wealth Management reduced its Phillips Edison & Co (PECO) stake by 1.8% in Q1 2026, selling an estimated $11.1K and leaving 16,067 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #636.

Geneos Wealth Management first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.91M in Q1 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Geneos Wealth Management held 16,067 shares of Phillips Edison & Co worth $601K as of Q1 2026.
  • Geneos Wealth Management sold 299 Phillips Edison & Co shares in Q1 2026, an estimated $11.1K.
  • Phillips Edison & Co made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #636 holding.
  • Geneos Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Phillips Edison & Co position peaked at $5.91M in Q1 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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