Geneos Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $5.91M | Buy |
|
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|
2024
Q4 | $536K | Sell |
|
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|
2024
Q3 | $572K | Sell |
|
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|
2024
Q2 | $538K | Buy |
|
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|
2024
Q1 | $582K | Sell |
|
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|
2023
Q4 | $2.96M | Buy |
|
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $2.23M | Buy |
|
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|
2023
Q1 | $2.1M | Buy |
|
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|
2022
Q4 | $1.2M | Buy |
|
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|
2022
Q3 | $1.05M | Sell |
|
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|
2022
Q2 | $5.48M | Sell |
|
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|
2022
Q1 | $5.67M | Buy |
|