Genus Capital Management’s Pultegroup PHM Stock Holding History

Genus Capital Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,040	Closed	-$415K	–	204
2025 Q1	$415K	Buy	+4,040	New	+$436K	0.06%	146
2024 Q2	–	Sell	-49,597	Closed	-$5.63M	–	340
2024 Q1	$5.98M	Buy	+49,597	New	+$5.32M	0.78%	39
2023 Q4	–	Sell	-78,293	Closed	-$6.65M	–	330
2023 Q3	$5.8M	Sell	78,293 -9,788	-11%	-$780K	0.91%	34
2023 Q2	$6.84M	Buy	+88,081	New	+$5.97M	1.01%	26

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Genus Capital Management's PHM Position: Q2 2025 in Review

Genus Capital Management sold out of Pultegroup (PHM) in Q2 2025, closing a stake of 4,040 shares — an estimated $415K sold.

Genus Capital Management first reported a position in PHM in Q2 2023 and held it in 4 quarters. The position peaked at $6.84M in Q2 2023. 947 funds tracked by Wall St. Rank hold PHM as of Q2 2025.

Genus Capital Management reported no remaining Pultegroup position as of Q2 2025 after selling out during the quarter.
Genus Capital Management sold 4,040 Pultegroup shares in Q2 2025, an estimated $415K.
Genus Capital Management first reported a position in Pultegroup in Q2 2023 and held it in 4 quarters.
Genus Capital Management's Pultegroup position peaked at $6.84M in Q2 2023.
947 funds tracked by Wall St. Rank held Pultegroup as of Q2 2025.

Based on Genus Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.