Geneos Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.07K	Sell	360 -560	-61%	-$6.33K	﹤0.01%	2629
2025 Q1	$10.3K	Buy	920 +560	+156%	+$6.28K	﹤0.01%	2557
2024 Q4	$4.05K	Hold	360	–	–	﹤0.01%	2403
2024 Q3	$4.3K	Hold	360	–	–	﹤0.01%	2114
2024 Q2	$3.76K	Hold	360	–	–	﹤0.01%	1776
2024 Q1	$3.82K	Hold	360	–	–	﹤0.01%	1771
2023 Q4	$3.56K	Hold	360	–	–	﹤0.01%	1802
2023 Q3	$3.29K	Hold	360	–	–	﹤0.01%	1846
2023 Q2	$3.55K	Hold	360	–	–	﹤0.01%	1822
2023 Q1	$3.82K	Hold	360	–	–	﹤0.01%	1791
2022 Q4	$4K	Hold	360	–	–	﹤0.01%	1755
2022 Q3	$3K	Sell	360 -325	-47%	-$2.71K	﹤0.01%	1796
2022 Q2	$8K	Hold	685	–	–	﹤0.01%	2039
2022 Q1	$9K	Sell	685 -531	-44%	-$6.98K	﹤0.01%	2127
2021 Q4	$21K	Hold	1,216	–	–	﹤0.01%	1867
2021 Q3	$19K	Buy	1,216 +531	+78%	+$8.3K	﹤0.01%	1945
2021 Q2	$11K	Hold	685	–	–	﹤0.01%	2169
2021 Q1	$12K	Hold	685	–	–	﹤0.01%	2298
2020 Q4	$11K	Sell	685 -830	-55%	-$13.3K	﹤0.01%	2185
2020 Q3	$24K	Buy	1,515 +325	+27%	+$5.15K	﹤0.01%	1579
2020 Q2	$17K	Hold	1,190	–	–	﹤0.01%	1694
2020 Q1	$14K	Hold	1,190	–	–	﹤0.01%	1659
2019 Q4	$18K	Hold	1,190	–	–	﹤0.01%	1736
2019 Q3	$18K	Hold	1,190	–	–	﹤0.01%	1661
2019 Q2	$17K	Hold	1,190	–	–	﹤0.01%	1717
2019 Q1	$16K	Hold	1,190	–	–	﹤0.01%	1674
2018 Q4	$13K	Hold	1,190	–	–	﹤0.01%	1698
2018 Q3	$15K	Hold	1,190	–	–	﹤0.01%	1709
2018 Q2	$16K	Hold	1,190	–	–	﹤0.01%	1545
2018 Q1	$16K	Buy	1,190 +530	+80%	+$7.13K	﹤0.01%	1485
2017 Q4	$9K	Hold	660	–	–	﹤0.01%	1676
2017 Q3	$9K	Hold	660	–	–	﹤0.01%	1612
2017 Q2	$10K	Hold	660	–	–	﹤0.01%	1542
2017 Q1	$9K	Hold	660	–	–	﹤0.01%	1527
2016 Q4	$9K	Hold	660	–	–	﹤0.01%	1471
2016 Q3	$9K	Hold	660	–	–	﹤0.01%	1403
2016 Q2	$10K	Hold	660	–	–	﹤0.01%	1330
2016 Q1	$9K	Buy	+660	New	+$9K	﹤0.01%	1351