Geneos Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $849K | Buy |
30,223
+192
| +0.6% | +$5.11K | 0.02% | 550 |
|
|
2025
Q4 | $748K | Sell |
30,031
-3,491
| -10% | -$88K | 0.02% | 571 |
|
|
2025
Q3 | $854K | Sell |
33,522
-11,839
| -26% | -$292K | 0.02% | 524 |
|
|
2025
Q2 | $1.1M | Sell |
45,361
-95,110
| -68% | -$2.22M | 0.03% | 512 |
|
|
2025
Q1 | $3.56M | Buy |
140,471
+85,927
| +158% | +$2.25M | 0.05% | 350 |
|
|
2024
Q4 | $1.45M | Sell |
54,544
-6,057
| -10% | -$164K | 0.05% | 342 |
|
|
2024
Q3 | $1.75M | Buy |
60,601
+7,469
| +14% | +$218K | 0.07% | 304 |
|
|
2024
Q2 | $1.49M | Sell |
53,132
-112,145
| -68% | -$3.09M | 0.07% | 295 |
|
|
2024
Q1 | $4.59M | Buy |
165,277
+2,224
| +1% | +$61.7K | 0.21% | 122 |
|
|
2023
Q4 | $4.69M | Sell |
163,053
-39,790
| -20% | -$1.2M | 0.23% | 113 |
|
|
2023
Q3 | $6.73M | Buy |
202,843
+6,100
| +3% | +$216K | 0.35% | 62 |
|
|
2023
Q2 | $7.22M | Buy |
196,743
+147,356
| +298% | +$5.74M | 0.38% | 54 |
|
|
2023
Q1 | $2.01M | Sell |
49,387
-13,837
| -22% | -$598K | 0.12% | 197 |
|
|
2022
Q4 | $3.24M | Buy |
63,224
+1,934
| +3% | +$92.7K | 0.2% | 132 |
|
|
2022
Q3 | $2.68M | Sell |
61,290
-43,287
| -41% | -$2.1M | 0.18% | 129 |
|
|
2022
Q2 | $5.47M | Sell |
104,577
-439
| -0.4% | -$22.4K | 0.27% | 87 |
|
|
2022
Q1 | $5.44M | Sell |
105,016
-11,917
| -10% | -$618K | 0.23% | 100 |
|
|
2021
Q4 | $6.9M | Buy |
116,933
+3,757
| +3% | +$186K | 0.26% | 87 |
|
|
2021
Q3 | $4.86M | Buy |
113,176
+329
| +0.3% | +$14.6K | 0.19% | 130 |
|
|
2021
Q2 | $4.48M | Sell |
112,847
-16,412
| -13% | -$638K | 0.17% | 136 |
|
|
2021
Q1 | $5M | Buy |
129,259
+9,379
| +8% | +$333K | 0.14% | 175 |
|
|
2020
Q4 | $3.8M | Buy |
119,880
+11,724
| +11% | +$430K | 0.15% | 154 |
|
|
2020
Q3 | $3.7M | Sell |
108,156
-24,235
| -18% | -$850K | 0.19% | 122 |
|
|
2020
Q2 | $4.02M | Buy |
132,391
+41,471
| +46% | +$1.41M | 0.22% | 106 |
|
|
2020
Q1 | $2.67M | Buy |
90,920
+308
| +0.3% | +$10.5K | 0.18% | 128 |
|
|
2019
Q4 | $3.38M | Sell |
90,612
-3,833
| -4% | -$137K | 0.18% | 142 |
|
|
2019
Q3 | $3.25M | Sell |
94,445
-5,161
| -5% | -$188K | 0.19% | 128 |
|
|
2019
Q2 | $4.09M | Buy |
99,606
+1,432
| +1% | +$56.9K | 0.25% | 105 |
|
|
2019
Q1 | $3.96M | Buy |
98,174
+6,605
| +7% | +$265K | 0.26% | 102 |
|
|
2018
Q4 | $3.73M | Buy |
91,569
+2,724
| +3% | +$113K | 0.28% | 98 |
|
|
2018
Q3 | $3.71M | Buy |
88,845
+3,954
| +5% | +$152K | 0.25% | 120 |
|
|
2018
Q2 | $2.92M | Sell |
84,891
-8,028
| -9% | -$274K | 0.23% | 114 |
|
|
2018
Q1 | $3.13M | Sell |
92,919
-2,598
| -3% | -$89.3K | 0.27% | 97 |
|
|
2017
Q4 | $3.28M | Sell |
95,517
-3,876
| -4% | -$132K | 0.29% | 90 |
|
|
2017
Q3 | $3.37M | Buy |
99,393
+3,585
| +4% | +$115K | 0.33% | 83 |
|
|
2017
Q2 | $3.05M | Sell |
95,808
-1,221
| -1% | -$38.5K | 0.31% | 87 |
|
|
2017
Q1 | $3.15M | Sell |
97,029
-6,406
| -6% | -$202K | 0.33% | 83 |
|
|
2016
Q4 | $3.19M | Buy |
103,435
+2,699
| +3% | +$82.4K | 0.42% | 63 |
|
|
2016
Q3 | $3.24M | Sell |
100,736
-1,613
| -2% | -$53.9K | 0.44% | 56 |
|
|
2016
Q2 | $3.45M | Sell |
102,349
-5,784
| -5% | -$185K | 0.5% | 44 |
|
|
2016
Q1 | $3.07M | Buy |
+108,133
| New | +$3.09M | 0.47% | 44 |
|
Other funds holding PFE
VCM
VPM
Geneos Wealth Management's PFE Position: Q1 2026 in Review
Geneos Wealth Management increased its Pfizer (PFE) stake by 0.64% in Q1 2026, buying an estimated $5.11K and bringing the position to 30,223 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #550.
Geneos Wealth Management first reported a position in PFE in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.22M in Q2 2023. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.
- Geneos Wealth Management held 30,223 shares of Pfizer worth $849K as of Q1 2026.
- Geneos Wealth Management bought 192 Pfizer shares in Q1 2026, an estimated $5.11K.
- Pfizer made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #550 holding.
- Geneos Wealth Management first reported a position in Pfizer in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Pfizer position peaked at $7.22M in Q2 2023.
- 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.