Geneos Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.3K | Sell |
24
-3
| -11% | -$364 | ﹤0.01% | 2259 |
|
|
2026
Q1 | $3.18K | Sell |
27
-11
| -29% | -$1.41K | ﹤0.01% | 2243 |
|
|
2025
Q4 | $4.46K | Sell |
38
-39
| -51% | -$4.78K | ﹤0.01% | 2173 |
|
|
2025
Q3 | $10.2K | Sell |
77
-2,621
| -97% | -$326K | ﹤0.01% | 1957 |
|
|
2025
Q2 | $285K | Sell |
2,698
-3,882
| -59% | -$391K | 0.01% | 876 |
|
|
2025
Q1 | $676K | Sell |
6,580
-14,364
| -69% | -$1.55M | 0.01% | 792 |
|
|
2024
Q4 | $2.28M | Sell |
20,944
-738
| -3% | -$95.8K | 0.08% | 274 |
|
|
2024
Q3 | $3.11M | Buy |
21,682
+852
| +4% | +$108K | 0.12% | 203 |
|
|
2024
Q2 | $2.29M | Sell |
20,830
-1,020
| -5% | -$116K | 0.1% | 230 |
|
|
2024
Q1 | $2.64M | Sell |
21,850
-608
| -3% | -$65.2K | 0.12% | 204 |
|
|
2023
Q4 | $2.32M | Sell |
22,458
-3,560
| -14% | -$303K | 0.11% | 210 |
|
|
2023
Q3 | $1.93M | Buy |
26,018
+2,266
| +10% | +$181K | 0.1% | 217 |
|
|
2023
Q2 | $1.85M | Buy |
+23,752
| New | +$1.61M | 0.1% | 223 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$6K | – | 2732 |
|
|
2022
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 2284 |
|
|
2021
Q4 | $8K | Sell |
150
-1,039
| -87% | -$53.3K | ﹤0.01% | 2271 |
|
|
2021
Q3 | $54K | Buy |
1,189
+483
| +68% | +$25.1K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $38K | Sell |
706
-229
| -24% | -$12.8K | ﹤0.01% | 1615 |
|
|
2021
Q1 | $55K | Buy |
935
+29
| +3% | +$1.35K | ﹤0.01% | 1579 |
|
|
2020
Q4 | $37K | Buy |
906
+724
| +398% | +$32.1K | ﹤0.01% | 1602 |
|
|
2020
Q3 | $8K | Sell |
182
-2,000
| -92% | -$85.6K | ﹤0.01% | 2035 |
|
|
2020
Q2 | $69K | Sell |
2,182
-495
| -18% | -$14.9K | ﹤0.01% | 1076 |
|
|
2020
Q1 | $65K | Sell |
2,677
-1,161
| -30% | -$44.8K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $148K | Sell |
3,838
-503
| -12% | -$19.5K | 0.01% | 806 |
|
|
2019
Q3 | $155K | Sell |
4,341
-11
| -0.3% | -$366 | 0.01% | 740 |
|
|
2019
Q2 | $137K | Sell |
4,352
-231
| -5% | -$7.21K | 0.01% | 797 |
|
|
2019
Q1 | $128K | Sell |
4,583
-252
| -5% | -$6.87K | 0.01% | 778 |
|
|
2018
Q4 | $125K | Buy |
4,835
+1,921
| +66% | +$47.5K | 0.01% | 760 |
|
|
2018
Q3 | $72K | Buy |
2,914
+330
| +13% | +$9.35K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $74K | Sell |
2,584
-195
| -7% | -$5.87K | 0.01% | 888 |
|
|
2018
Q1 | $81K | Sell |
2,779
-20
| -0.7% | -$620 | 0.01% | 825 |
|
|
2017
Q4 | $93K | Hold |
2,799
| – | – | 0.01% | 769 |
|
|
2017
Q3 | $76K | Sell |
2,799
-336
| -11% | -$8.5K | 0.01% | 798 |
|
|
2017
Q2 | $76K | Buy |
3,135
+239
| +8% | +$5.58K | 0.01% | 774 |
|
|
2017
Q1 | $68K | Sell |
2,896
-805
| -22% | -$17.3K | 0.01% | 785 |
|
|
2016
Q4 | $68K | Sell |
3,701
-290
| -7% | -$5.51K | 0.01% | 727 |
|
|
2016
Q3 | $79K | Buy |
3,991
+1,117
| +39% | +$23.2K | 0.01% | 656 |
|
|
2016
Q2 | $55K | Hold |
2,874
| – | – | 0.01% | 782 |
|
|
2016
Q1 | $52K | Buy |
+2,874
| New | +$49K | 0.01% | 792 |
|
Other funds holding PHM
GA
Geneos Wealth Management's PHM Position: Q2 2026 in Review
Geneos Wealth Management reduced its Pultegroup (PHM) stake by 11% in Q2 2026, selling an estimated $364 and leaving 24 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.
Geneos Wealth Management first reported a position in PHM in Q1 2016 and has held it in 38 quarters since. The position peaked at $3.11M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold PHM as of Q2 2026.
- Geneos Wealth Management held 24 shares of Pultegroup worth $3.3K as of Q2 2026.
- Geneos Wealth Management sold 3 Pultegroup shares in Q2 2026, an estimated $364.
- Pultegroup made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2259 holding.
- Geneos Wealth Management first reported a position in Pultegroup in Q1 2016 and has held it in 38 quarters since.
- Geneos Wealth Management's Pultegroup position peaked at $3.11M in Q3 2024.
- 1,035 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.