Geneos Wealth Management’s PLDT PHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-600	Closed	-$18K	–	2436
2022 Q2	$18K	Hold	600	–	–	﹤0.01%	1732
2022 Q1	$21K	Hold	600	–	–	﹤0.01%	1786
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	1868
2021 Q3	$19K	Hold	600	–	–	﹤0.01%	1946
2021 Q2	$16K	Hold	600	–	–	﹤0.01%	2024
2021 Q1	$15K	Hold	600	–	–	﹤0.01%	2210
2020 Q4	$15K	Buy	+600	New	+$16.7K	﹤0.01%	2056

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geneos Wealth Management's PHI Position: Q3 2022 in Review

Geneos Wealth Management sold out of PLDT (PHI) in Q3 2022, closing a stake of 600 shares — an estimated $18K sold.

Geneos Wealth Management first reported a position in PHI in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

Geneos Wealth Management reported no remaining PLDT position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 600 PLDT shares in Q3 2022, an estimated $18K.
Geneos Wealth Management first reported a position in PLDT in Q4 2020 and held it in 7 quarters.
Geneos Wealth Management's PLDT position peaked at $21K in Q1 2022.
70 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.