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Genesis Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Genesis Private Wealth’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,482
Closed -$204K – 165
2025
Q1 		$204K Hold
2,482
– – 0.11% 140
2024
Q4 		$210K Buy
+2,482
New +$220K 0.12% 124

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Genesis Private Wealth's PEG Position: Q2 2025 in Review

Genesis Private Wealth sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 2,482 shares — an estimated $204K sold.

Genesis Private Wealth first reported a position in PEG in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Genesis Private Wealth reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 2,482 Public Service Enterprise Group shares in Q2 2025, an estimated $204K.
  • Genesis Private Wealth first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 2 quarters.
  • Genesis Private Wealth's Public Service Enterprise Group position peaked at $210K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Genesis Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.