Geneos Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
4,207
-6,654
| -61% | -$560K | 0.01% | 809 |
|
|
2025
Q1 | $894K | Buy |
10,861
+6,750
| +164% | +$555K | 0.01% | 699 |
|
|
2024
Q4 | $347K | Sell |
4,111
-105
| -2% | -$8.87K | 0.01% | 670 |
|
|
2024
Q3 | $376K | Buy |
4,216
+2,196
| +109% | +$196K | 0.01% | 617 |
|
|
2024
Q2 | $149K | Sell |
2,020
-128
| -6% | -$9.43K | 0.01% | 774 |
|
|
2024
Q1 | $143K | Hold |
2,148
| – | – | 0.01% | 775 |
|
|
2023
Q4 | $131K | Sell |
2,148
-22
| -1% | -$1.35K | 0.01% | 770 |
|
|
2023
Q3 | $123K | Buy |
2,170
+432
| +25% | +$24.6K | 0.01% | 813 |
|
|
2023
Q2 | $109K | Sell |
1,738
-89
| -5% | -$5.57K | 0.01% | 852 |
|
|
2023
Q1 | $114K | Buy |
1,827
+178
| +11% | +$11.1K | 0.01% | 803 |
|
|
2022
Q4 | $101K | Hold |
1,649
| – | – | 0.01% | 823 |
|
|
2022
Q3 | $92K | Sell |
1,649
-13,009
| -89% | -$726K | 0.01% | 831 |
|
|
2022
Q2 | $947K | Sell |
14,658
-374
| -2% | -$24.2K | 0.05% | 334 |
|
|
2022
Q1 | $1.05M | Buy |
15,032
+354
| +2% | +$24.8K | 0.05% | 337 |
|
|
2021
Q4 | $979K | Sell |
14,678
-584
| -4% | -$39K | 0.04% | 399 |
|
|
2021
Q3 | $922K | Sell |
15,262
-56
| -0.4% | -$3.38K | 0.04% | 405 |
|
|
2021
Q2 | $920K | Sell |
15,318
-2,359
| -13% | -$142K | 0.04% | 383 |
|
|
2021
Q1 | $1.12M | Buy |
17,677
+36
| +0.2% | +$2.27K | 0.03% | 393 |
|
|
2020
Q4 | $917K | Buy |
17,641
+2,447
| +16% | +$127K | 0.04% | 372 |
|
|
2020
Q3 | $822K | Sell |
15,194
-748
| -5% | -$40.5K | 0.04% | 327 |
|
|
2020
Q2 | $757K | Sell |
15,942
-797
| -5% | -$37.8K | 0.04% | 328 |
|
|
2020
Q1 | $744K | Sell |
16,739
-323
| -2% | -$14.4K | 0.05% | 300 |
|
|
2019
Q4 | $999K | Buy |
17,062
+4,735
| +38% | +$277K | 0.05% | 297 |
|
|
2019
Q3 | $764K | Sell |
12,327
-2,120
| -15% | -$131K | 0.05% | 321 |
|
|
2019
Q2 | $849K | Sell |
14,447
-183
| -1% | -$10.8K | 0.05% | 305 |
|
|
2019
Q1 | $869K | Sell |
14,630
-584
| -4% | -$34.7K | 0.06% | 294 |
|
|
2018
Q4 | $780K | Sell |
15,214
-960
| -6% | -$49.2K | 0.06% | 291 |
|
|
2018
Q3 | $853K | Sell |
16,174
-974
| -6% | -$51.4K | 0.06% | 292 |
|
|
2018
Q2 | $928K | Sell |
17,148
-196
| -1% | -$10.6K | 0.07% | 229 |
|
|
2018
Q1 | $871K | Sell |
17,344
-3,334
| -16% | -$167K | 0.08% | 233 |
|
|
2017
Q4 | $1.06M | Sell |
20,678
-2,224
| -10% | -$114K | 0.1% | 201 |
|
|
2017
Q3 | $1.06M | Buy |
22,902
+1
| +0% | +$46 | 0.11% | 188 |
|
|
2017
Q2 | $984K | Buy |
22,901
+1
| +0% | +$43 | 0.1% | 194 |
|
|
2017
Q1 | $1.02M | Sell |
22,900
-2,273
| -9% | -$101K | 0.11% | 174 |
|
|
2016
Q4 | $1.1M | Sell |
25,173
-453
| -2% | -$19.9K | 0.15% | 148 |
|
|
2016
Q3 | $1.07M | Buy |
25,626
+1
| +0% | +$42 | 0.14% | 157 |
|
|
2016
Q2 | $1.19M | Buy |
25,625
+2
| +0% | +$93 | 0.17% | 130 |
|
|
2016
Q1 | $1.21M | Buy |
+25,623
| New | +$1.21M | 0.19% | 128 |
|