Geneos Wealth Management’s Pearson PSO Stock Holding History
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 | Sell |
408
-724
| -64% | -$11.3K | ﹤0.01% | 2511 |
|
|
2025
Q1 | $18.1K | Buy |
1,132
+816
| +258% | +$13.4K | ﹤0.01% | 2364 |
|
|
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
1M