Geneos Wealth Management’s Pearson PSO Stock Holding History

Geneos Wealth Management’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-408	Closed	-$6.09K	–	3010
2025 Q2	$6.09K	Hold	408	–	–	﹤0.01%	2511
2025 Q1	$6.53K	Buy	408 +92	+29%	+$1.51K	﹤0.01%	2425
2024 Q4	$5.09K	Hold	316	–	–	﹤0.01%	2327
2024 Q3	$4.29K	Buy	+316	New	+$4.24K	﹤0.01%	2116
2022 Q3	–	Sell	-347	Closed	-$3K	–	2455
2022 Q2	$3K	Sell	347 -161	-32%	-$1.55K	﹤0.01%	2329
2022 Q1	$5K	Buy	508 +162	+47%	+$1.46K	﹤0.01%	2353
2021 Q4	$2K	Hold	346	–	–	﹤0.01%	2601
2021 Q3	$3K	Hold	346	–	–	﹤0.01%	2587
2021 Q2	$4K	Sell	346 -32,216	-99%	-$376K	﹤0.01%	2524
2021 Q1	$374K	Buy	32,562 +1,668	+5%	+$17.3K	0.01%	716
2020 Q4	$3K	Buy	30,894 +30,499	+7,721%	+$244K	﹤0.01%	2637
2020 Q3	$2K	Buy	395 +49	+14%	+$353	﹤0.01%	2438
2020 Q2	$2K	Hold	346	–	–	﹤0.01%	2379
2020 Q1	$2K	Hold	346	–	–	﹤0.01%	2282
2019 Q4	$2K	Hold	346	–	–	﹤0.01%	2392
2019 Q3	$3K	Buy	+346	New	+$3.58K	﹤0.01%	2243
2017 Q2	–	Sell	-318	Closed	-$2K	–	2124
2017 Q1	$2K	Hold	318	–	–	﹤0.01%	1917
2016 Q4	$3K	Hold	318	–	–	﹤0.01%	1781
2016 Q3	$3K	Hold	318	–	–	﹤0.01%	1712
2016 Q2	$4K	Hold	318	–	–	﹤0.01%	1576
2016 Q1	$3K	Buy	+318	New	+$3.63K	﹤0.01%	1617

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

Geneos Wealth Management's PSO Position: Q3 2025 in Review

Geneos Wealth Management sold out of Pearson (PSO) in Q3 2025, closing a stake of 408 shares — an estimated $6.09K sold.

Geneos Wealth Management first reported a position in PSO in Q1 2016 and held it in 21 quarters. The position peaked at $374K in Q1 2021. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

Geneos Wealth Management reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 408 Pearson shares in Q3 2025, an estimated $6.09K.
Geneos Wealth Management first reported a position in Pearson in Q1 2016 and held it in 21 quarters.
Geneos Wealth Management's Pearson position peaked at $374K in Q1 2021.
177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.