Geneos Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $387K | Buy |
3,964
+124
| +3% | +$12.8K | 0.01% | 768 |
|
|
2025
Q4 | $433K | Sell |
3,840
-59
| -2% | -$6.33K | 0.01% | 705 |
|
|
2025
Q3 | $404K | Sell |
3,899
-3,163
| -45% | -$333K | 0.01% | 715 |
|
|
2025
Q2 | $759K | Sell |
7,062
-9,495
| -57% | -$984K | 0.02% | 599 |
|
|
2025
Q1 | $1.85M | Buy |
16,557
+10,579
| +177% | +$1.21M | 0.03% | 512 |
|
|
2024
Q4 | $709K | Buy |
5,978
+514
| +9% | +$63.5K | 0.02% | 497 |
|
|
2024
Q3 | $662K | Buy |
5,464
+2,562
| +88% | +$303K | 0.03% | 491 |
|
|
2024
Q2 | $340K | Buy |
2,902
+21
| +0.7% | +$2.42K | 0.02% | 583 |
|
|
2024
Q1 | $338K | Sell |
2,881
-238
| -8% | -$25.6K | 0.02% | 575 |
|
|
2023
Q4 | $323K | Sell |
3,119
-5,205
| -63% | -$499K | 0.02% | 560 |
|
|
2023
Q3 | $790K | Sell |
8,324
-1,449
| -15% | -$137K | 0.04% | 360 |
|
|
2023
Q2 | $862K | Buy |
9,773
+5,011
| +105% | +$419K | 0.05% | 338 |
|
|
2023
Q1 | $394K | Sell |
4,762
-3,459
| -42% | -$330K | 0.02% | 490 |
|
|
2022
Q4 | $818K | Sell |
8,221
-2,355
| -22% | -$239K | 0.05% | 311 |
|
|
2022
Q3 | $907K | Sell |
10,576
-4,105
| -28% | -$395K | 0.06% | 269 |
|
|
2022
Q2 | $1.43M | Buy |
14,681
+573
| +4% | +$60.6K | 0.07% | 252 |
|
|
2022
Q1 | $1.67M | Sell |
14,108
-34,563
| -71% | -$3.93M | 0.07% | 254 |
|
|
2021
Q4 | $5.27M | Sell |
48,671
-12,033
| -20% | -$1.31M | 0.2% | 111 |
|
|
2021
Q3 | $6.45M | Sell |
60,704
-568
| -0.9% | -$58.5K | 0.25% | 91 |
|
|
2021
Q2 | $6.32M | Sell |
61,272
-6,220
| -9% | -$635K | 0.25% | 92 |
|
|
2021
Q1 | $6.77M | Buy |
67,492
+160
| +0.2% | +$13.7K | 0.19% | 127 |
|
|
2020
Q4 | $5.75M | Buy |
67,332
+7,153
| +12% | +$517K | 0.23% | 100 |
|
|
2020
Q3 | $3.74M | Sell |
60,179
-11,208
| -16% | -$737K | 0.19% | 119 |
|
|
2020
Q2 | $4.15M | Buy |
71,387
+5,746
| +9% | +$337K | 0.23% | 103 |
|
|
2020
Q1 | $3.49M | Buy |
65,641
+7,889
| +14% | +$627K | 0.23% | 98 |
|
|
2019
Q4 | $5.38M | Buy |
57,752
+4,645
| +9% | +$427K | 0.29% | 96 |
|
|
2019
Q3 | $4.79M | Buy |
53,107
+965
| +2% | +$87.5K | 0.29% | 93 |
|
|
2019
Q2 | $5.27M | Buy |
52,142
+1,780
| +4% | +$177K | 0.33% | 77 |
|
|
2019
Q1 | $4.63M | Sell |
50,362
-2,522
| -5% | -$233K | 0.31% | 84 |
|
|
2018
Q4 | $4.28M | Sell |
52,884
-994
| -2% | -$91.6K | 0.32% | 82 |
|
|
2018
Q3 | $5.46M | Buy |
53,878
+50,285
| +1,400% | +$4.96M | 0.36% | 63 |
|
|
2018
Q2 | $335K | Sell |
3,593
-141
| -4% | -$14.2K | 0.03% | 410 |
|
|
2018
Q1 | $386K | Sell |
3,734
-91
| -2% | -$10.3K | 0.03% | 361 |
|
|
2017
Q4 | $439K | Sell |
3,825
-108
| -3% | -$12.1K | 0.04% | 342 |
|
|
2017
Q3 | $418K | Buy |
3,933
+236
| +6% | +$25.2K | 0.04% | 336 |
|
|
2017
Q2 | $399K | Sell |
3,697
-94
| -2% | -$9.98K | 0.04% | 335 |
|
|
2017
Q1 | $404K | Buy |
3,791
+51
| +1% | +$5.5K | 0.04% | 321 |
|
|
2016
Q4 | $389K | Sell |
3,740
-216
| -5% | -$20.5K | 0.05% | 304 |
|
|
2016
Q3 | $323K | Sell |
3,956
-21
| -0.5% | -$1.61K | 0.04% | 341 |
|
|
2016
Q2 | $282K | Buy |
3,977
+95
| +2% | +$7.17K | 0.04% | 363 |
|
|
2016
Q1 | $284K | Buy |
+3,882
| New | +$271K | 0.04% | 349 |
|
Other funds holding PRU
VCM
VPM
Geneos Wealth Management's PRU Position: Q1 2026 in Review
Geneos Wealth Management increased its Prudential Financial (PRU) stake by 3.2% in Q1 2026, buying an estimated $12.8K and bringing the position to 3,964 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #768.
Geneos Wealth Management first reported a position in PRU in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.77M in Q1 2021. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Geneos Wealth Management held 3,964 shares of Prudential Financial worth $387K as of Q1 2026.
- Geneos Wealth Management bought 124 Prudential Financial shares in Q1 2026, an estimated $12.8K.
- Prudential Financial made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #768 holding.
- Geneos Wealth Management first reported a position in Prudential Financial in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Prudential Financial position peaked at $6.77M in Q1 2021.
- 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.