GWM
PSQH icon

Geneos Wealth Management’s PSQ Holdings PSQH Stock Holding History

Geneos Wealth Management’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43K Hold
180
– – ﹤0.01% 2360
2025
Q4 		$2.78K Buy
+180
New +$4.46K ﹤0.01% 2270
2025
Q1 		– Sell
-13
Closed -$908 – 3152
2024
Q4 		$908 Buy
+13
New +$613 ﹤0.01% 2790

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Geneos Wealth Management's PSQH Position: Q1 2026 in Review

Geneos Wealth Management held its PSQ Holdings (PSQH) position steady in Q1 2026 at 180 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Geneos Wealth Management first reported a position in PSQH in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.78K in Q4 2025. 65 funds tracked by Wall St. Rank hold PSQH as of Q1 2026.

  • Geneos Wealth Management held 180 shares of PSQ Holdings worth $1.43K as of Q1 2026.
  • Geneos Wealth Management left its PSQ Holdings share count unchanged in Q1 2026.
  • PSQ Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2360 holding.
  • Geneos Wealth Management first reported a position in PSQ Holdings in Q4 2024 and has held it in 3 quarters since.
  • Geneos Wealth Management's PSQ Holdings position peaked at $2.78K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.