Geneos Wealth Management’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01K | Hold |
134
| – | – | ﹤0.01% | 2321 |
|
|
2025
Q4 | $1.98K | Hold |
134
| – | – | ﹤0.01% | 2319 |
|
|
2025
Q3 | $2.58K | Sell |
134
-100
| -43% | -$1.88K | ﹤0.01% | 2284 |
|
|
2025
Q2 | $4.18K | Sell |
234
-234
| -50% | -$3.67K | ﹤0.01% | 2622 |
|
|
2025
Q1 | $7.63K | Buy |
468
+334
| +249% | +$6.53K | ﹤0.01% | 2650 |
|
|
2024
Q4 | $2.66K | Sell |
134
-17
| -11% | -$334 | ﹤0.01% | 2519 |
|
|
2024
Q3 | $2.85K | Hold |
151
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q2 | $2.92K | Hold |
151
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q1 | $2.75K | Hold |
151
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q4 | $3.93K | Hold |
151
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q3 | $3.46K | Sell |
151
-4
| -3% | -$97 | ﹤0.01% | 1836 |
|
|
2023
Q2 | $3.73K | Buy |
155
+76
| +96% | +$2.02K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $2.34K | Hold |
79
| – | – | ﹤0.01% | 1878 |
|
|
2022
Q4 | $2.35K | Hold |
79
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q3 | $2K | Sell |
79
-2,014
| -96% | -$65K | ﹤0.01% | 1854 |
|
|
2022
Q2 | $65K | Buy |
2,093
+50
| +2% | +$1.69K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $86K | Buy |
2,043
+83
| +4% | +$3.79K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $101K | Sell |
1,960
-782
| -29% | -$47.4K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $215K | Buy |
2,742
+145
| +6% | +$10.7K | 0.01% | 826 |
|
|
2021
Q2 | $194K | Sell |
2,597
-1,559
| -38% | -$134K | 0.01% | 856 |
|
|
2021
Q1 | $370K | Buy |
4,156
+105
| +3% | +$11.6K | 0.01% | 721 |
|
|
2020
Q4 | $270K | Buy |
4,051
+1,525
| +60% | +$109K | 0.01% | 723 |
|
|
2020
Q3 | $176K | Buy |
2,526
+160
| +7% | +$7.85K | 0.01% | 727 |
|
|
2020
Q2 | $72K | Sell |
2,366
-5,048
| -68% | -$116K | ﹤0.01% | 1060 |
|
|
2020
Q1 | $87K | Buy |
7,414
+6,124
| +475% | +$154K | 0.01% | 885 |
|
|
2019
Q4 | $33K | Hold |
1,290
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q3 | $23K | Hold |
1,290
| – | – | ﹤0.01% | 1540 |
|
|
2019
Q2 | $24K | Hold |
1,290
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q1 | $25K | Buy |
1,290
+35
| +3% | +$819 | ﹤0.01% | 1466 |
|
|
2018
Q4 | $23K | Hold |
1,255
| – | – | ﹤0.01% | 1440 |
|
|
2018
Q3 | $41K | Hold |
1,255
| – | – | ﹤0.01% | 1265 |
|
|
2018
Q2 | $42K | Buy |
1,255
+280
| +29% | +$8.75K | ﹤0.01% | 1126 |
|
|
2018
Q1 | $25K | Sell |
975
-395
| -29% | -$11.4K | ﹤0.01% | 1304 |
|
|
2017
Q4 | $42K | Hold |
1,370
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q3 | $32K | Sell |
1,370
-400
| -23% | -$8.57K | ﹤0.01% | 1144 |
|
|
2017
Q2 | $37K | Hold |
1,770
| – | – | ﹤0.01% | 1049 |
|
|
2017
Q1 | $32K | Hold |
1,770
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q4 | $24K | Hold |
1,770
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q3 | $24K | Hold |
1,770
| – | – | ﹤0.01% | 1071 |
|
|
2016
Q2 | $24K | Hold |
1,770
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q1 | $29K | Buy |
+1,770
| New | +$25.4K | ﹤0.01% | 978 |
|
Other funds holding PENN
VPM
DCM
VCM
HPC
HVCM
