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Geneos Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Geneos Wealth Management’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,220
Closed -$498K – 2544
2025
Q4 		$498K Buy
+5,220
New +$480K 0.01% 665
2025
Q3 		– Sell
-277
Closed -$30.6K – 2999
2025
Q2 		$30.6K Sell
277
-483
-64% -$49.8K ﹤0.01% 1822
2025
Q1 		$80.6K Buy
760
+562
+284% +$64.4K ﹤0.01% 1678
2024
Q4 		$22.6K Hold
198
– – ﹤0.01% 1672
2024
Q3 		$19.4K Buy
+198
New +$18.2K ﹤0.01% 1572
2024
Q2 		– Sell
-14
Closed -$1.2K – 2155
2024
Q1 		$1.2K Buy
+14
New +$1.18K ﹤0.01% 1983
2022
Q2 		– Sell
-246
Closed -$22K – 2736
2022
Q1 		$22K Hold
246
– – ﹤0.01% 1760
2021
Q4 		$23K Sell
246
-200
-45% -$19.6K ﹤0.01% 1821
2021
Q3 		$42K Hold
446
– – ﹤0.01% 1569
2021
Q2 		$39K Hold
446
– – ﹤0.01% 1603
2021
Q1 		$39K Hold
446
– – ﹤0.01% 1757
2020
Q4 		$41K Hold
446
– – ﹤0.01% 1553
2020
Q3 		$15K Hold
446
– – ﹤0.01% 1796
2020
Q2 		$17K Hold
446
– – ﹤0.01% 1695
2020
Q1 		$16K Sell
446
-1,586
-78% -$85.9K ﹤0.01% 1610
2019
Q4 		$129K Sell
2,032
-88
-4% -$5.31K 0.01% 851
2019
Q3 		$120K Sell
2,120
-49
-2% -$2.74K 0.01% 832
2019
Q2 		$124K Sell
2,169
-125
-5% -$7.04K 0.01% 830
2019
Q1 		$125K Sell
2,294
-345
-13% -$19.1K 0.01% 786
2018
Q4 		$121K Sell
2,639
-157
-6% -$8.33K 0.01% 774
2018
Q3 		$168K Buy
2,796
+2,350
+527% +$149K 0.01% 704
2018
Q2 		$27K Hold
446
– – ﹤0.01% 1333
2018
Q1 		$28K Hold
446
– – ﹤0.01% 1250
2017
Q4 		$29K Sell
446
-699
-61% -$46.5K ﹤0.01% 1247
2017
Q3 		$76K Sell
1,145
-104
-8% -$6.55K 0.01% 799
2017
Q2 		$78K Buy
+1,249
New +$79.1K 0.01% 766

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 5,220 shares — an estimated $498K sold.

Geneos Wealth Management first reported a position in PNFP in Q2 2017 and held it in 26 quarters. The position peaked at $498K in Q4 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Geneos Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 5,220 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $498K.
  • Geneos Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2017 and held it in 26 quarters.
  • Geneos Wealth Management's Pinnacle Financial Partners Inc position peaked at $498K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

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