Geneos Wealth Management’s Piedmont Lithium PLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-250	Closed	-$1.46K	–	2996
2025 Q2	$1.46K	Sell	250 -250	-50%	-$1.63K	﹤0.01%	2890
2025 Q1	$3.15K	Buy	500 +250	+100%	+$2K	﹤0.01%	2873
2024 Q4	$2.19K	Hold	250	–	–	﹤0.01%	2569
2024 Q3	$2.23K	Hold	250	–	–	﹤0.01%	2273
2024 Q2	$2.5K	Hold	250	–	–	﹤0.01%	1852
2024 Q1	$3.33K	Sell	250 -100	-29%	-$1.6K	﹤0.01%	1793
2023 Q4	$9.88K	Sell	350 -150	-30%	-$4.41K	﹤0.01%	1549
2023 Q3	$19.9K	Hold	500	–	–	﹤0.01%	1374
2023 Q2	$28.9K	Hold	500	–	–	﹤0.01%	1256
2023 Q1	$30K	Hold	500	–	–	﹤0.01%	1224
2022 Q4	$22K	Hold	500	–	–	﹤0.01%	1310
2022 Q3	$26K	Hold	500	–	–	﹤0.01%	1243
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	1756
2022 Q1	$36K	Buy	+500	New	+$28.1K	﹤0.01%	1522

Other funds holding PLL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Geneos Wealth Management's PLL Position: Q3 2025 in Review

Geneos Wealth Management sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 250 shares — an estimated $1.46K sold.

Geneos Wealth Management first reported a position in PLL in Q1 2022 and held it in 14 quarters. The position peaked at $36K in Q1 2022. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

Geneos Wealth Management reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 250 Piedmont Lithium shares in Q3 2025, an estimated $1.46K.
Geneos Wealth Management first reported a position in Piedmont Lithium in Q1 2022 and held it in 14 quarters.
Geneos Wealth Management's Piedmont Lithium position peaked at $36K in Q1 2022.
1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.