GeoWealth Management’s Public Service Enterprise Group PEG Stock Holding History

GeoWealth Management’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
2026 Q3	–	Sell	-2,307	Closed	-$187K	–	997
2026 Q2	$187K	Buy	+2,307	New	+$184K	0.01%	791
2025 Q3	–	Sell	-1,766	Closed	-$149K	–	1088
2025 Q2	$149K	Buy	1,766 +157	+10%	+$12.7K	0.01%	724
2025 Q1	$132K	Sell	1,609 -640	-28%	-$53.4K	0.01%	741
2024 Q4	$190K	Sell	2,249 -602	-21%	-$53.3K	0.01%	784
2024 Q3	$254K	Sell	2,851 -75	-3%	-$5.98K	0.01%	646
2024 Q2	$216K	Sell	2,926 -14,152	-83%	-$1.01M	0.01%	657
2024 Q1	$1.14M	Buy	+17,078	New	+$1.05M	0.04%	268

Other funds holding PEG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GeoWealth Management's PEG Position: Q3 2026 in Review

GeoWealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,307 shares — an estimated $187K sold.

GeoWealth Management first reported a position in PEG in Q1 2024 and held it in 7 quarters. The position peaked at $1.14M in Q1 2024. 917 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

GeoWealth Management reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
GeoWealth Management sold 2,307 Public Service Enterprise Group shares in Q3 2026, an estimated $187K.
GeoWealth Management first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 7 quarters.
GeoWealth Management's Public Service Enterprise Group position peaked at $1.14M in Q1 2024.
917 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.