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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
Q1 		– Sell
-5,673
Closed -$618K – 317
2024
Q4 		$618K Sell
5,673
-2,712
-32% -$352K 0.08% 140
2024
Q3 		$1.2M Sell
8,385
-11,100
-57% -$1.41M 0.16% 124
2024
Q2 		$2.15M Buy
+19,485
New +$2.21M 0.28% 94
2024
Q1 		– Sell
-88,735
Closed -$9.16M – 343
2023
Q4 		$9.16M Buy
+88,735
New +$7.54M 1.34% 19

Other funds holding PHM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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. 945 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.
  • 945 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.