GM
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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
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% -$5.99K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GeoWealth Management's PEG Position: Q2 2026 in Review

GeoWealth Management opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 2,307 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in PEG as recently as Q2 2025.

GeoWealth Management first reported a position in PEG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • GeoWealth Management held 2,307 shares of Public Service Enterprise Group worth $187K as of Q2 2026.
  • Public Service Enterprise Group was a new GeoWealth Management position in Q2 2026.
  • Public Service Enterprise Group made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #791 holding.
  • GeoWealth Management first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Public Service Enterprise Group position peaked at $1.14M in Q1 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.