Geneos Wealth Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $274K | Sell |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $492K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $185K | Buy |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $366K | Sell |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $368K | Buy |
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|
2021
Q1 | $319K | Sell |
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|
2020
Q4 | $296K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $294K | Buy |
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|
2019
Q2 | $286K | Hold |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $542K | Sell |
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|
2017
Q3 | $595K | Sell |
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|
2017
Q2 | $592K | Sell |
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|
2017
Q1 | $624K | Buy |
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|
2016
Q4 | $491K | Sell |
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|
2016
Q3 | $564K | Buy |
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|
2016
Q2 | $640K | Buy |
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|
2016
Q1 | $689K | Buy |
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