Truist Financial
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Truist Financial’s ePlus PLUS Stock Holding History

Truist Financial’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-61,329
Closed -$4.52M – 2678
2024
Q2 		$4.52M Sell
61,329
-17,312
-22% -$1.32M 0.01% 894
2024
Q1 		$6.18M Buy
78,641
+4,048
+5% +$315K 0.01% 803
2023
Q4 		$5.96M Sell
74,593
-13,527
-15% -$904K 0.01% 808
2023
Q3 		$5.6M Sell
88,120
-4,212
-5% -$260K 0.01% 803
2023
Q2 		$5.2M Sell
92,332
-4,543
-5% -$224K 0.01% 823
2023
Q1 		$4.75M Sell
96,875
-3,095
-3% -$157K 0.01% 844
2022
Q4 		$4.43M Sell
99,970
-19,490
-16% -$909K 0.01% 855
2022
Q3 		$4.96M Sell
119,460
-24
-0% -$1.18K 0.01% 790
2022
Q2 		$6.35M Hold
119,484
– – 0.01% 725
2022
Q1 		$6.7M Buy
119,484
+284
+0.2% +$14.1K 0.01% 778
2021
Q4 		$6.42M Hold
119,200
– – 0.01% 798
2021
Q3 		$6.12M Hold
119,200
– – 0.01% 802
2021
Q2 		$5.17M Sell
119,200
-3,398
-3% -$162K 0.01% 867
2021
Q1 		$6.11M Sell
122,598
-978
-0.8% -$46.4K 0.01% 770
2020
Q4 		$5.43M Sell
123,576
-394
-0.3% -$15.8K 0.01% 782
2020
Q3 		$4.54M Buy
123,970
+19,120
+18% +$710K 0.01% 768
2020
Q2 		$3.71M Buy
+104,850
New +$3.58M 0.01% 800

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GC
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AC
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return