Geneos Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Geneos Wealth Management’s Portfolio PEI Stock Details PEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-56	Closed	–	–	2878
2022 Q1	$0	Buy	+56	New	+$747	﹤0.01%	3082
2021 Q4	–	Sell	-68	Closed	-$1K	–	2940
2021 Q3	$1K	Hold	68	–	–	﹤0.01%	2828
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	2719
2021 Q1	$1K	Hold	68	–	–	﹤0.01%	3112
2020 Q4	$2K	Buy	+68	New	+$768	﹤0.01%	2751
2020 Q3	–	Sell	-68	Closed	-$1K	–	2715
2020 Q2	$1K	Buy	+68	New	+$1.23K	﹤0.01%	2556
2020 Q1	–	Sell	-68	Closed	-$5K	–	2661
2019 Q4	$5K	Sell	68 -113	-62%	-$9.41K	﹤0.01%	2211
2019 Q3	$15K	Hold	181	–	–	﹤0.01%	1749
2019 Q2	$17K	Hold	181	–	–	﹤0.01%	1728
2019 Q1	$17K	Buy	181 +113	+166%	+$11.2K	﹤0.01%	1657
2018 Q4	$6K	Sell	68 -6	-8%	-$747	﹤0.01%	1966
2018 Q3	$10K	Buy	74 +3	+4%	+$466	﹤0.01%	1861
2018 Q2	$11K	Hold	71	–	–	﹤0.01%	1705
2018 Q1	$10K	Hold	71	–	–	﹤0.01%	1670
2017 Q4	$12K	Hold	71	–	–	﹤0.01%	1586
2017 Q3	$11K	Hold	71	–	–	﹤0.01%	1558
2017 Q2	$12K	Hold	71	–	–	﹤0.01%	1484
2017 Q1	$16K	Sell	71 -23	-24%	-$5.81K	﹤0.01%	1339
2016 Q4	$26K	Sell	94 -12	-11%	-$3.58K	﹤0.01%	1087
2016 Q3	$36K	Hold	106	–	–	﹤0.01%	931
2016 Q2	$34K	Hold	106	–	–	﹤0.01%	942
2016 Q1	$34K	Buy	+106	New	+$31.6K	0.01%	927

Other funds holding PEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geneos Wealth Management's PEI Position: Q2 2022 in Review

Geneos Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 56 shares.

Geneos Wealth Management first reported a position in PEI in Q1 2016 and held it in 22 quarters. The position peaked at $36K in Q3 2016. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

Geneos Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 56 Pennsylvania Real Estate Investment Trust shares in Q2 2022.
Geneos Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2016 and held it in 22 quarters.
Geneos Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $36K in Q3 2016.
40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.