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Geneos Wealth Management’s Pagaya Technologies PGY Stock Holding History

Geneos Wealth Management’s Portfolio PGY Stock Details PGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.3K Sell
4,238
-429
-9% -$6.09K ﹤0.01% 1316
2026
Q1 		$54.4K Buy
4,667
+512
+12% +$8.1K ﹤0.01% 1390
2025
Q4 		$86.8K Buy
+4,155
New +$106K ﹤0.01% 1193

Other funds holding PGY

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIL
HS Investments IV Ltd St Peter Port $112M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's PGY Position: Q2 2026 in Review

Geneos Wealth Management reduced its Pagaya Technologies (PGY) stake by 9.2% in Q2 2026, selling an estimated $6.09K and leaving 4,238 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Geneos Wealth Management first reported a position in PGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.8K in Q4 2025. 222 funds tracked by Wall St. Rank hold PGY as of Q2 2026.

  • Geneos Wealth Management held 4,238 shares of Pagaya Technologies worth $77.3K as of Q2 2026.
  • Geneos Wealth Management sold 429 Pagaya Technologies shares in Q2 2026, an estimated $6.09K.
  • Pagaya Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1316 holding.
  • Geneos Wealth Management first reported a position in Pagaya Technologies in Q4 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Pagaya Technologies position peaked at $86.8K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Pagaya Technologies as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.