Genus Capital Management’s Pearson PSO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,700	Closed	-$430K	–	321
2024 Q4	$430K	Sell	26,700 -1,600	-6%	-$23.9K	0.06%	149
2024 Q3	$384K	Sell	28,300 -2,000	-7%	-$26.8K	0.05%	157
2024 Q2	$378K	Buy	+30,300	New	+$373K	0.05%	158
2024 Q1	–	Sell	-26,900	Closed	-$331K	–	345
2023 Q4	$331K	Buy	+26,900	New	+$313K	0.05%	161

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Genus Capital Management's PSO Position: Q2 2026 in Review

Genus Capital Management opened a new position in Pearson (PSO) in Q2 2026: 13,260 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings. This is a return to the name: Genus Capital Management previously reported a position in PSO as recently as Q2 2025.

Genus Capital Management first reported a position in PSO in Q1 2024 and has held it in 4 quarters since. The position peaked at $768K in Q1 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Genus Capital Management held 13,260 shares of Pearson worth $211K as of Q2 2026.
Pearson was a new Genus Capital Management position in Q2 2026.
Pearson made up 0.02% of Genus Capital Management's portfolio in Q2 2026, its #196 holding.
Genus Capital Management first reported a position in Pearson in Q1 2024 and has held it in 4 quarters since.
Genus Capital Management's Pearson position peaked at $768K in Q1 2025.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.