Geneos Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.9K | Buy |
1,042
+92
| +10% | +$8.41K | ﹤0.01% | 1195 |
|
|
2025
Q4 | $83.8K | Sell |
950
-11
| -1% | -$928 | ﹤0.01% | 1209 |
|
|
2025
Q3 | $79.7K | Sell |
961
-718
| -43% | -$57.4K | ﹤0.01% | 1202 |
|
|
2025
Q2 | $133K | Sell |
1,679
-3,076
| -65% | -$236K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $401K | Buy |
4,755
+3,000
| +171% | +$250K | 0.01% | 968 |
|
|
2024
Q4 | $136K | Sell |
1,755
-41
| -2% | -$3.46K | ﹤0.01% | 965 |
|
|
2024
Q3 | $154K | Buy |
1,796
+903
| +101% | +$72.9K | 0.01% | 844 |
|
|
2024
Q2 | $70.1K | Hold |
893
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $77.1K | Sell |
893
-10
| -1% | -$803 | ﹤0.01% | 932 |
|
|
2023
Q4 | $71K | Sell |
903
-400
| -31% | -$29K | ﹤0.01% | 951 |
|
|
2023
Q3 | $93.9K | Buy |
1,303
+400
| +44% | +$31K | ﹤0.01% | 892 |
|
|
2023
Q2 | $68.5K | Buy |
903
+100
| +12% | +$7.21K | ﹤0.01% | 983 |
|
|
2023
Q1 | $59.7K | Sell |
803
-245
| -23% | -$20.8K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $87.9K | Sell |
1,048
-4,100
| -80% | -$352K | 0.01% | 863 |
|
|
2022
Q3 | $371K | Sell |
5,148
-412
| -7% | -$29.6K | 0.03% | 448 |
|
|
2022
Q2 | $376K | Sell |
5,560
-20
| -0.4% | -$1.41K | 0.02% | 577 |
|
|
2022
Q1 | $409K | Sell |
5,580
-456
| -8% | -$33K | 0.02% | 586 |
|
|
2021
Q4 | $436K | Sell |
6,036
-1,834
| -23% | -$128K | 0.02% | 626 |
|
|
2021
Q3 | $516K | Buy |
7,870
+228
| +3% | +$14.6K | 0.02% | 559 |
|
|
2021
Q2 | $483K | Sell |
7,642
-460
| -6% | -$29.4K | 0.02% | 570 |
|
|
2021
Q1 | $517K | Sell |
8,102
-90
| -1% | -$5.02K | 0.01% | 627 |
|
|
2020
Q4 | $466K | Buy |
8,192
+214
| +3% | +$9.8K | 0.02% | 558 |
|
|
2020
Q3 | $308K | Buy |
7,978
+31
| +0.4% | +$1.32K | 0.02% | 556 |
|
|
2020
Q2 | $311K | Buy |
7,947
+125
| +2% | +$4.56K | 0.02% | 536 |
|
|
2020
Q1 | $255K | Sell |
7,822
-863
| -10% | -$40.8K | 0.02% | 546 |
|
|
2019
Q4 | $475K | Sell |
8,685
-1,122
| -11% | -$61.4K | 0.03% | 451 |
|
|
2019
Q3 | $562K | Buy |
9,807
+137
| +1% | +$7.71K | 0.03% | 386 |
|
|
2019
Q2 | $560K | Buy |
9,670
+233
| +2% | +$12.8K | 0.03% | 383 |
|
|
2019
Q1 | $473K | Sell |
9,437
-2,625
| -22% | -$130K | 0.03% | 413 |
|
|
2018
Q4 | $525K | Buy |
12,062
+4,140
| +52% | +$204K | 0.04% | 359 |
|
|
2018
Q3 | $464K | Buy |
7,922
+1,531
| +24% | +$85.3K | 0.03% | 406 |
|
|
2018
Q2 | $338K | Buy |
6,391
+431
| +7% | +$25K | 0.03% | 408 |
|
|
2018
Q1 | $363K | Sell |
5,960
-33
| -0.6% | -$2.17K | 0.03% | 376 |
|
|
2017
Q4 | $422K | Buy |
5,993
+375
| +7% | +$25.8K | 0.04% | 348 |
|
|
2017
Q3 | $361K | Sell |
5,618
-808
| -13% | -$52K | 0.04% | 366 |
|
|
2017
Q2 | $411K | Sell |
6,426
-455
| -7% | -$28.9K | 0.04% | 330 |
|
|
2017
Q1 | $434K | Buy |
6,881
+40
| +0.6% | +$2.44K | 0.05% | 306 |
|
|
2016
Q4 | $395K | Buy |
6,841
+60
| +0.9% | +$3.36K | 0.05% | 302 |
|
|
2016
Q3 | $349K | Buy |
6,781
+250
| +4% | +$11.7K | 0.05% | 318 |
|
|
2016
Q2 | $268K | Sell |
6,531
-30
| -0.5% | -$1.27K | 0.04% | 375 |
|
|
2016
Q1 | $261K | Buy |
+6,561
| New | +$252K | 0.04% | 373 |
|
Other funds holding PFG
NLI
VCM
VPM
