GWM
PPLI

Geneos Wealth Management’s People Inc PPLI Stock Holding History

Geneos Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Hold
3,000
– – ﹤0.01% 1123
2025
Q4 		$117K Hold
3,000
– – ﹤0.01% 1101
2025
Q3 		$102K Sell
3,000
-60
-2% -$2.24K ﹤0.01% 1117
2025
Q2 		$114K Sell
3,060
-4,437
-59% -$160K ﹤0.01% 1196
2025
Q1 		$283K Buy
7,497
+5,632
+302% +$205K ﹤0.01% 1099
2024
Q4 		$66K Hold
1,865
– – ﹤0.01% 1208
2024
Q3 		$82.3K Buy
1,865
+36
+2% +$1.5K ﹤0.01% 1024
2024
Q2 		$70.3K Hold
1,829
– – ﹤0.01% 965
2024
Q1 		$80K Buy
+1,829
New +$79K ﹤0.01% 920
2023
Q4 		– Sell
-24
Closed -$1.01K – 2131
2023
Q3 		$1.01K Hold
24
– – ﹤0.01% 2028
2023
Q2 		$1.26K Hold
24
– – ﹤0.01% 1998
2023
Q1 		$1.03K Hold
24
– – ﹤0.01% 1988
2022
Q4 		$888 Hold
24
– – ﹤0.01% 1977
2022
Q3 		$1K Hold
24
– – ﹤0.01% 1932
2022
Q2 		$1K Sell
24
-27
-53% -$1.9K ﹤0.01% 2498
2022
Q1 		$4K Buy
+51
New +$4.96K ﹤0.01% 2405
2021
Q2 		– Sell
-37
Closed -$5K – 2973
2021
Q1 		$5K Sell
37
-220
-86% -$27.3K ﹤0.01% 2647
2020
Q4 		$4K Buy
257
+211
+459% +$16.2K ﹤0.01% 2538
2020
Q3 		$2K Buy
+46
New +$3.15K ﹤0.01% 2414

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geneos Wealth Management held its People Inc (PPLI) position steady in Q1 2026 at 3,000 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Geneos Wealth Management first reported a position in PPLI in Q3 2020 and has held it in 19 quarters since. The position peaked at $283K in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Geneos Wealth Management held 3,000 shares of People Inc worth $120K as of Q1 2026.
  • Geneos Wealth Management left its People Inc share count unchanged in Q1 2026.
  • People Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1123 holding.
  • Geneos Wealth Management first reported a position in People Inc in Q3 2020 and has held it in 19 quarters since.
  • Geneos Wealth Management's People Inc position peaked at $283K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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