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Geneos Wealth Management’s PJT Partners PJT Stock Holding History

Geneos Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52K Hold
18
– – ﹤0.01% 2279
2025
Q4 		$3.01K Hold
18
– – ﹤0.01% 2252
2025
Q3 		$3.2K Hold
18
– – ﹤0.01% 2235
2025
Q2 		$2.97K Sell
18
-24
-57% -$3.49K ﹤0.01% 2723
2025
Q1 		$5.79K Buy
42
+24
+133% +$3.77K ﹤0.01% 2718
2024
Q4 		$2.84K Buy
+18
New +$2.75K ﹤0.01% 2502
2022
Q1 		– Sell
-53
Closed -$3K – 2925
2021
Q4 		$3K Hold
53
– – ﹤0.01% 2536
2021
Q3 		$4K Hold
53
– – ﹤0.01% 2523
2021
Q2 		$3K Buy
53
+10
+23% +$714 ﹤0.01% 2590
2021
Q1 		$3K Hold
43
– – ﹤0.01% 2815
2020
Q4 		$2K Sell
43
-650
-94% -$45.8K ﹤0.01% 2714
2020
Q3 		$40K Hold
693
– – ﹤0.01% 1348
2020
Q2 		$33K Sell
693
-5
-0.7% -$246 ﹤0.01% 1407
2020
Q1 		$27K Sell
698
-189
-21% -$8.28K ﹤0.01% 1390
2019
Q4 		$39K Sell
887
-180
-17% -$7.55K ﹤0.01% 1390
2019
Q3 		$42K Sell
1,067
-10
-0.9% -$402 ﹤0.01% 1277
2019
Q2 		$43K Sell
1,077
-200
-16% -$8.15K ﹤0.01% 1273
2019
Q1 		$53K Sell
1,277
-18
-1% -$772 ﹤0.01% 1108
2018
Q4 		$50K Buy
1,295
+195
+18% +$8.74K ﹤0.01% 1099
2018
Q3 		$57K Sell
1,100
-717
-39% -$40.4K ﹤0.01% 1115
2018
Q2 		$97K Buy
1,817
+445
+32% +$24.4K 0.01% 796
2018
Q1 		$68K Hold
1,372
– – 0.01% 885
2017
Q4 		$62K Buy
1,372
+270
+25% +$11K 0.01% 919
2017
Q3 		$42K Buy
1,102
+99
+10% +$3.93K ﹤0.01% 1036
2017
Q2 		$40K Buy
1,003
+1
+0.1% +$37 ﹤0.01% 1017
2017
Q1 		$35K Sell
1,002
-1
-0.1% -$35 ﹤0.01% 1027
2016
Q4 		$30K Buy
1,003
+688
+218% +$19.8K ﹤0.01% 1024
2016
Q3 		$8K Sell
315
-10
-3% -$251 ﹤0.01% 1448
2016
Q2 		$7K Sell
325
-36
-10% -$867 ﹤0.01% 1436
2016
Q1 		$8K Buy
+361
New +$9.3K ﹤0.01% 1389

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's PJT Position: Q1 2026 in Review

Geneos Wealth Management held its PJT Partners (PJT) position steady in Q1 2026 at 18 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Geneos Wealth Management first reported a position in PJT in Q1 2016 and has held it in 30 quarters since. The position peaked at $97K in Q2 2018. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Geneos Wealth Management held 18 shares of PJT Partners worth $2.52K as of Q1 2026.
  • Geneos Wealth Management left its PJT Partners share count unchanged in Q1 2026.
  • PJT Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2279 holding.
  • Geneos Wealth Management first reported a position in PJT Partners in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's PJT Partners position peaked at $97K in Q2 2018.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.