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Geneos Wealth Management’s Pegasystems PEGA Stock Holding History

Geneos Wealth Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-66
Closed -$3.57K – 2990
2025
Q2 		$3.57K Buy
66
+8
+14% +$362 ﹤0.01% 2666
2025
Q1 		$2.02K Buy
58
+22
+61% +$973 ﹤0.01% 2761
2024
Q4 		$1.68K Buy
+36
New +$1.54K ﹤0.01% 2656
2022
Q2 		– Sell
-14
Closed – – 2729
2022
Q1 		$0 Buy
+14
New +$628 ﹤0.01% 2920
2017
Q4 		– Sell
-130
Closed -$3K – 2203
2017
Q3 		$3K Buy
+130
New +$3.76K ﹤0.01% 1905

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

Geneos Wealth Management's PEGA Position: Q3 2025 in Review

Geneos Wealth Management sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 66 shares — an estimated $3.57K sold.

Geneos Wealth Management first reported a position in PEGA in Q3 2017 and held it in 5 quarters. The position peaked at $3.57K in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 66 Pegasystems shares in Q3 2025, an estimated $3.57K.
  • Geneos Wealth Management first reported a position in Pegasystems in Q3 2017 and held it in 5 quarters.
  • Geneos Wealth Management's Pegasystems position peaked at $3.57K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.