GWM
PFFD icon

Geneos Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Geneos Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.8K Hold
4,717
– – ﹤0.01% 1214
2025
Q4 		$89.2K Hold
4,717
– – ﹤0.01% 1178
2025
Q3 		$91.7K Sell
4,717
-799
-14% -$15.4K ﹤0.01% 1152
2025
Q2 		$104K Buy
5,516
+432
+8% +$8.05K ﹤0.01% 1233
2025
Q1 		$96.8K Buy
5,084
+2,542
+100% +$49.9K ﹤0.01% 1593
2024
Q4 		$49.6K Hold
2,542
– – ﹤0.01% 1328
2024
Q3 		$52.8K Hold
2,542
– – ﹤0.01% 1180
2024
Q2 		$50K Buy
2,542
+1,672
+192% +$32.8K ﹤0.01% 1070
2024
Q1 		$17.5K Hold
870
– – ﹤0.01% 1399
2023
Q4 		$16.9K Buy
+870
New +$16.2K ﹤0.01% 1416
2022
Q2 		– Sell
-201
Closed -$4K – 2730
2022
Q1 		$4K Buy
+201
New +$4.81K ﹤0.01% 2417

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return