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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $79.7K | Sell |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $136K | Sell |
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|
2024
Q3 | $154K | Buy |
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|
2024
Q2 | $70.1K | Hold |
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|
2024
Q1 | $77.1K | Sell |
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|
2023
Q4 | $71K | Sell |
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|
2023
Q3 | $93.9K | Buy |
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|
2023
Q2 | $68.5K | Buy |
|
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|
2023
Q1 | $59.7K | Sell |
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|
2022
Q4 | $87.9K | Sell |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $562K | Buy |
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|
2019
Q2 | $560K | Buy |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $338K | Buy |
|
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $422K | Buy |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $434K | Buy |
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|
2016
Q4 | $395K | Buy |
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|
2016
Q3 | $349K | Buy |
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|
2016
Q2 | $268K | Sell |
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|
2016
Q1 | $261K | Buy |
|