Geneos Wealth Management’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,455
| Closed | -$487K | – | 2988 |
|
|
2024
Q3 | $487K | Buy |
6,455
+151
| +2% | +$11.3K | 0.02% | 572 |
|
|
2024
Q2 | $471K | Hold |
6,304
| – | – | 0.02% | 505 |
|
|
2024
Q1 | $355K | Hold |
6,304
| – | – | 0.02% | 567 |
|
|
2023
Q4 | $415K | Hold |
6,304
| – | – | 0.02% | 527 |
|
|
2023
Q3 | $365K | Hold |
6,304
| – | – | 0.02% | 533 |
|
|
2023
Q2 | $525K | Sell |
6,304
-1,472
| -19% | -$108K | 0.03% | 451 |
|
|
2023
Q1 | $561K | Hold |
7,776
| – | – | 0.03% | 420 |
|
|
2022
Q4 | $543K | Hold |
7,776
| – | – | 0.03% | 404 |
|
|
2022
Q3 | $505K | Hold |
7,776
| – | – | 0.03% | 398 |
|
|
2022
Q2 | $701K | Sell |
7,776
-436
| -5% | -$43.4K | 0.03% | 414 |
|
|
2022
Q1 | $904K | Buy |
8,212
+8
| +0.1% | +$838 | 0.04% | 381 |
|
|
2021
Q4 | $1.06M | Hold |
8,204
| – | – | 0.04% | 380 |
|
|
2021
Q3 | $979K | Hold |
8,204
| – | – | 0.04% | 388 |
|
|
2021
Q2 | $676K | Buy |
+8,204
| New | +$578K | 0.03% | 475 |
|
|
2019
Q2 | – | Sell |
-225
| Closed | -$6K | – | 2533 |
|
|
2019
Q1 | $6K | Buy |
+225
| New | +$5.93K | ﹤0.01% | 2013 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$3K | – | 2501 |
|
|
2018
Q3 | $3K | Buy |
+150
| New | +$4.15K | ﹤0.01% | 2218 |
|
Other funds holding PRFT
Geneos Wealth Management's PRFT Position: Q4 2024 in Review
Geneos Wealth Management sold out of Perficient Inc (PRFT) in Q4 2024, closing a stake of 6,455 shares — an estimated $487K sold.
Geneos Wealth Management first reported a position in PRFT in Q3 2018 and held it in 16 quarters. The position peaked at $1.06M in Q4 2021. 1 fund tracked by Wall St. Rank holds PRFT as of Q4 2024.
- Geneos Wealth Management reported no remaining Perficient Inc position as of Q4 2024 after selling out during the quarter.
- Geneos Wealth Management sold 6,455 Perficient Inc shares in Q4 2024, an estimated $487K.
- Geneos Wealth Management first reported a position in Perficient Inc in Q3 2018 and held it in 16 quarters.
- Geneos Wealth Management's Perficient Inc position peaked at $1.06M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Perficient Inc as of Q4 2024.
Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.