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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
1,104
+62
| +6% | +$17.8K | 0.01% | 833 |
|
|
2025
Q4 | $270K | Buy |
1,042
+1
| +0.1% | +$280 | 0.01% | 829 |
|
|
2025
Q3 | $301K | Sell |
1,041
-32
| -3% | -$9.19K | 0.01% | 783 |
|
|
2025
Q2 | $315K | Sell |
1,073
-518
| -33% | -$153K | 0.01% | 847 |
|
|
2025
Q1 | $493K | Buy |
1,591
+918
| +136% | +$275K | 0.01% | 895 |
|
|
2024
Q4 | $202K | Sell |
673
-80
| -11% | -$26.5K | 0.01% | 829 |
|
|
2024
Q3 | $274K | Sell |
753
-5
| -0.7% | -$1.62K | 0.01% | 687 |
|
|
2024
Q2 | $218K | Buy |
758
+1
| +0.1% | +$276 | 0.01% | 685 |
|
|
2024
Q1 | $219K | Sell |
757
-14
| -2% | -$4.01K | 0.01% | 680 |
|
|
2023
Q4 | $235K | Sell |
771
-1,095
| -59% | -$291K | 0.01% | 642 |
|
|
2023
Q3 | $492K | Buy |
1,866
+141
| +8% | +$39.5K | 0.03% | 471 |
|
|
2023
Q2 | $503K | Buy |
1,725
+795
| +85% | +$232K | 0.03% | 462 |
|
|
2023
Q1 | $281K | Buy |
930
+268
| +40% | +$78.8K | 0.02% | 570 |
|
|
2022
Q4 | $185K | Buy |
662
+308
| +87% | +$89.8K | 0.01% | 642 |
|
|
2022
Q3 | $103K | Sell |
354
-801
| -69% | -$261K | 0.01% | 794 |
|
|
2022
Q2 | $366K | Sell |
1,155
-17
| -1% | -$5.89K | 0.02% | 584 |
|
|
2022
Q1 | $457K | Sell |
1,172
-96
| -8% | -$34.8K | 0.02% | 547 |
|
|
2021
Q4 | $475K | Buy |
1,268
+51
| +4% | +$17K | 0.02% | 590 |
|
|
2021
Q3 | $361K | Hold |
1,217
| – | – | 0.01% | 662 |
|
|
2021
Q2 | $368K | Buy |
1,217
+82
| +7% | +$23K | 0.01% | 637 |
|
|
2021
Q1 | $319K | Sell |
1,135
-73
| -6% | -$17K | 0.01% | 772 |
|
|
2020
Q4 | $296K | Buy |
1,208
+88
| +8% | +$20.2K | 0.01% | 690 |
|
|
2020
Q3 | $244K | Sell |
1,120
-94
| -8% | -$19.2K | 0.01% | 620 |
|
|
2020
Q2 | $229K | Buy |
1,214
+146
| +14% | +$28.2K | 0.01% | 630 |
|
|
2020
Q1 | $204K | Buy |
1,068
+1
| +0.1% | +$214 | 0.01% | 604 |
|
|
2019
Q4 | $225K | Sell |
1,067
-135
| -11% | -$30K | 0.01% | 661 |
|
|
2019
Q3 | $294K | Buy |
1,202
+1
| +0.1% | +$251 | 0.02% | 530 |
|
|
2019
Q2 | $286K | Hold |
1,201
| – | – | 0.02% | 559 |
|
|
2019
Q1 | $261K | Hold |
1,201
| – | – | 0.02% | 568 |
|
|
2018
Q4 | $242K | Sell |
1,201
-115
| -9% | -$23.5K | 0.02% | 551 |
|
|
2018
Q3 | $265K | Sell |
1,316
-115
| -8% | -$24.8K | 0.02% | 548 |
|
|
2018
Q2 | $324K | Sell |
1,431
-867
| -38% | -$181K | 0.03% | 418 |
|
|
2018
Q1 | $460K | Sell |
2,298
-297
| -11% | -$57.9K | 0.04% | 323 |
|
|
2017
Q4 | $542K | Sell |
2,595
-190
| -7% | -$40.2K | 0.05% | 302 |
|
|
2017
Q3 | $595K | Sell |
2,785
-57
| -2% | -$11.8K | 0.06% | 277 |
|
|
2017
Q2 | $592K | Sell |
2,842
-13
| -0.5% | -$2.79K | 0.06% | 262 |
|
|
2017
Q1 | $624K | Buy |
2,855
+658
| +30% | +$146K | 0.06% | 231 |
|
|
2016
Q4 | $491K | Sell |
2,197
-332
| -13% | -$70.6K | 0.06% | 248 |
|
|
2016
Q3 | $564K | Buy |
2,529
+7
| +0.3% | +$1.64K | 0.08% | 229 |
|
|
2016
Q2 | $640K | Buy |
2,522
+20
| +0.8% | +$5.13K | 0.09% | 202 |
|
|
2016
Q1 | $689K | Buy |
+2,502
| New | +$631K | 0.11% | 194 |
|
Other funds holding PSA
VPM
VCM
Geneos Wealth Management's PSA Position: Q1 2026 in Review
Geneos Wealth Management increased its Public Storage (PSA) stake by 6% in Q1 2026, buying an estimated $17.8K and bringing the position to 1,104 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #833.
Geneos Wealth Management first reported a position in PSA in Q1 2016 and has held it in 41 quarters since. The position peaked at $689K in Q1 2016. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Geneos Wealth Management held 1,104 shares of Public Storage worth $299K as of Q1 2026.
- Geneos Wealth Management bought 62 Public Storage shares in Q1 2026, an estimated $17.8K.
- Public Storage made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #833 holding.
- Geneos Wealth Management first reported a position in Public Storage in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Public Storage position peaked at $689K in Q1 2016.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.