Geneos Wealth Management’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57K | Sell |
66
-74
| -53% | -$4.01K | ﹤0.01% | 2666 |
|
|
2025
Q1 | $4.87K | Buy |
140
+104
| +289% | +$3.62K | ﹤0.01% | 2756 |
|
|
2024
Q4 | $1.68K | Buy |
+36
| New | +$1.68K | ﹤0.01% | 2656 |
|
|
2022
Q2 | – | Sell |
-14
| Closed | – | – | 2728 |
|
|
2022
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2919 |
|
|
2017
Q4 | – | Sell |
-130
| Closed | -$3K | – | 2205 |
|
|
2017
Q3 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 1905 |
|