GWM
PSB

Geneos Wealth Management’s PS Business Parks, Inc. PSB Stock Holding History

Geneos Wealth Management’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16
Closed -$1K – 2164
2016
Q4 		$1K Hold
16
– – ﹤0.01% 2030
2016
Q3 		$1K Buy
+16
New +$1.77K ﹤0.01% 1955

Other funds holding PSB

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Geneos Wealth Management's PSB Position: Q1 2017 in Review

Geneos Wealth Management sold out of PS Business Parks, Inc. (PSB) in Q1 2017, closing a stake of 16 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in PSB in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 187 funds tracked by Wall St. Rank hold PSB as of Q1 2017.

  • Geneos Wealth Management reported no remaining PS Business Parks, Inc. position as of Q1 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 16 PS Business Parks, Inc. shares in Q1 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in PS Business Parks, Inc. in Q3 2016 and held it in 2 quarters.
  • Geneos Wealth Management's PS Business Parks, Inc. position peaked at $1K in Q4 2016.
  • 187 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.