Geneos Wealth Management’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-636
| Closed | -$54K | – | 2542 |
|
|
2025
Q4 | $54K | Hold |
636
| – | – | ﹤0.01% | 1366 |
|
|
2025
Q3 | $55.2K | Sell |
636
-232
| -27% | -$18.9K | ﹤0.01% | 1347 |
|
|
2025
Q2 | $60.3K | Buy |
868
+188
| +28% | +$11.7K | ﹤0.01% | 1471 |
|
|
2025
Q1 | $42.1K | Buy |
680
+216
| +47% | +$15.5K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $34.8K | Buy |
464
+36
| +8% | +$2.8K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $30.4K | Buy |
428
+40
| +10% | +$2.62K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $22.3K | Hold |
388
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q1 | $19.3K | Hold |
388
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q4 | $17K | Sell |
388
-200
| -34% | -$7.61K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $21.4K | Buy |
588
+248
| +73% | +$8.96K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $11K | Buy |
340
+200
| +143% | +$6.6K | ﹤0.01% | 1555 |
|
|
2023
Q1 | $4.85K | Hold |
140
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q4 | $4.58K | Sell |
140
-52
| -27% | -$1.7K | ﹤0.01% | 1728 |
|
|
2022
Q3 | $5K | Sell |
192
-760
| -80% | -$22.1K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $26K | Buy |
952
+52
| +6% | +$1.57K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $29K | Sell |
900
-568
| -39% | -$20.9K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $65K | Hold |
1,468
| – | – | ﹤0.01% | 1362 |
|
|
2021
Q3 | $52K | Hold |
1,468
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q2 | $47K | Sell |
1,468
-8
| -0.5% | -$245 | ﹤0.01% | 1514 |
|
|
2021
Q1 | $42K | Buy |
1,476
+8
| +0.5% | +$212 | ﹤0.01% | 1721 |
|
|
2020
Q4 | $40K | Hold |
1,468
| – | – | ﹤0.01% | 1563 |
|
|
2020
Q3 | $25K | Sell |
1,468
-232
| -14% | -$3.96K | ﹤0.01% | 1552 |
|
|
2020
Q2 | $23K | Hold |
1,700
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q1 | $21K | Sell |
1,700
-8
| -0.5% | -$143 | ﹤0.01% | 1496 |
|
|
2019
Q4 | $33K | Hold |
1,708
| – | – | ﹤0.01% | 1465 |
|
|
2019
Q3 | $32K | Buy |
1,708
+140
| +9% | +$2.61K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $29K | Hold |
1,568
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q1 | $28K | Hold |
1,568
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q4 | $25K | Buy |
1,568
+4
| +0.3% | +$70 | ﹤0.01% | 1407 |
|
|
2018
Q3 | $29K | Hold |
1,564
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q2 | $30K | Hold |
1,564
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q1 | $32K | Buy |
1,564
+4
| +0.3% | +$88 | ﹤0.01% | 1202 |
|
|
2017
Q4 | $33K | Buy |
1,560
+4
| +0.3% | +$72 | ﹤0.01% | 1189 |
|
|
2017
Q3 | $23K | Sell |
1,556
-12
| -0.8% | -$177 | ﹤0.01% | 1272 |
|
|
2017
Q2 | $23K | Sell |
1,568
-40
| -2% | -$604 | ﹤0.01% | 1223 |
|
|
2017
Q1 | $25K | Buy |
1,608
+788
| +96% | +$13.9K | ﹤0.01% | 1163 |
|
|
2016
Q4 | $14K | Hold |
820
| – | – | ﹤0.01% | 1331 |
|
|
2016
Q3 | $9K | Buy |
820
+56
| +7% | +$610 | ﹤0.01% | 1405 |
|
|
2016
Q2 | $7K | Sell |
764
-200
| -21% | -$2.12K | ﹤0.01% | 1435 |
|
|
2016
Q1 | $11K | Buy |
+964
| New | +$9.76K | ﹤0.01% | 1279 |
|
Other funds holding PIPR
SIMG
Geneos Wealth Management's PIPR Position: Q1 2026 in Review
Geneos Wealth Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 636 shares — an estimated $54K sold.
Geneos Wealth Management first reported a position in PIPR in Q1 2016 and held it in 40 quarters. The position peaked at $65K in Q4 2021. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.
- Geneos Wealth Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
- Geneos Wealth Management sold 636 Piper Sandler shares in Q1 2026, an estimated $54K.
- Geneos Wealth Management first reported a position in Piper Sandler in Q1 2016 and held it in 40 quarters.
- Geneos Wealth Management's Piper Sandler position peaked at $65K in Q4 2021.
- 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.