Geneos Wealth Management’s Putnam Sustainable Future ETF PFUT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-775	Closed	-$19.2K	–	3149
2024 Q4	$19.2K	Hold	775	–	–	﹤0.01%	1743
2024 Q3	$19.5K	Hold	775	–	–	﹤0.01%	1566
2024 Q2	$18.9K	Hold	775	–	–	﹤0.01%	1369
2024 Q1	$18.9K	Hold	775	–	–	﹤0.01%	1372
2023 Q4	$16.9K	Hold	775	–	–	﹤0.01%	1414
2023 Q3	$14.4K	Hold	775	–	–	﹤0.01%	1472
2023 Q2	$15.1K	Hold	775	–	–	﹤0.01%	1464
2023 Q1	$14.1K	Hold	775	–	–	﹤0.01%	1449
2022 Q4	$13K	Hold	775	–	–	﹤0.01%	1460
2022 Q3	$12K	Hold	775	–	–	﹤0.01%	1471
2022 Q2	$13K	Sell	775 -230	-23%	-$4.24K	﹤0.01%	1862
2022 Q1	$21K	Buy	+1,005	New	+$21.6K	﹤0.01%	1785

Other funds holding PFUT

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's PFUT Position: Q1 2025 in Review

Geneos Wealth Management sold out of Putnam Sustainable Future ETF (PFUT) in Q1 2025, closing a stake of 775 shares — an estimated $19.2K sold.

Geneos Wealth Management first reported a position in PFUT in Q1 2022 and held it in 12 quarters. The position peaked at $21K in Q1 2022. 5 funds tracked by Wall St. Rank hold PFUT as of Q1 2025.

Geneos Wealth Management reported no remaining Putnam Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 775 Putnam Sustainable Future ETF shares in Q1 2025, an estimated $19.2K.
Geneos Wealth Management first reported a position in Putnam Sustainable Future ETF in Q1 2022 and held it in 12 quarters.
Geneos Wealth Management's Putnam Sustainable Future ETF position peaked at $21K in Q1 2022.
5 funds tracked by Wall St. Rank held Putnam Sustainable Future ETF as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.