Geneos Wealth Management Inc. Principal Financial Group Inc Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,679 shares of PFG stock, worth $136,485. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,679
Previous 1,889 11.12%
Holding current value
$136,485
Previous $159,000 16.35%
% of portfolio
0.0%
Previous 0.01%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$69.56 - $86.19 $14,607 - $18,099
-210 Reduced 11.12%
1,679 $133,000
Q1 2025

May 21, 2025
SELL
$76.34 - $89.04 $74,584 - $86,992
-977 Reduced 34.09%
1,889 $159,000
Q1 2025

May 07, 2025
BUY
$76.34 - $89.04 $84,813 - $98,923
1,111 Added 63.3%
2,866 $241,000
Q4 2024

Jan 21, 2025
SELL
$74.91 - $91.26 $3,071 - $3,741
-41 Reduced 2.28%
1,755 $135,000
Q3 2024

Nov 14, 2024
BUY
$72.94 - $87.46 $65,864 - $78,976
903 Added 101.12%
1,796 $154,000
Q1 2024

May 03, 2024
SELL
$77.2 - $86.31 $772 - $863
-10 Reduced 1.11%
893 $77,000
Q4 2023

Jan 26, 2024
SELL
$66.88 - $79.58 $26,752 - $31,832
-400 Reduced 30.7%
903 $71,000
Q3 2023

Oct 11, 2023
BUY
$72.0 - $84.1 $28,800 - $33,640
400 Added 44.3%
1,303 $93,000
Q2 2023

Aug 08, 2023
BUY
$65.46 - $77.11 $6,545 - $7,711
100 Added 12.45%
903 $68,000
Q1 2023

Apr 25, 2023
SELL
$69.69 - $93.39 $17,074 - $22,880
-245 Reduced 23.38%
803 $59,000
Q4 2022

Jan 30, 2023
SELL
$75.39 - $95.0 $309,099 - $389,500
-4,100 Reduced 79.64%
1,048 $87,000
Q3 2022

Nov 14, 2022
SELL
$61.13 - $79.78 $25,185 - $32,869
-412 Reduced 7.41%
5,148 $371,000
Q2 2022

Jul 22, 2022
SELL
$62.84 - $76.21 $1,256 - $1,524
-20 Reduced 0.36%
5,560 $371,000
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $29,352 - $36,001
-456 Reduced 7.55%
5,580 $409,000
Q4 2021

Feb 09, 2022
SELL
$65.12 - $73.93 $119,430 - $135,587
-1,834 Reduced 23.3%
6,036 $436,000
Q3 2021

Nov 09, 2021
BUY
$59.2 - $68.12 $13,497 - $15,531
228 Added 2.98%
7,870 $516,000
Q2 2021

Jul 08, 2021
SELL
$59.74 - $66.87 $27,480 - $30,760
-460 Reduced 5.68%
7,642 $483,000
Q1 2021

Jun 17, 2021
SELL
$48.31 - $61.55 $4,347 - $5,539
-90 Reduced 1.1%
8,102 $517,000
Q4 2020

May 19, 2021
BUY
$38.25 - $52.6 $8,185 - $11,256
214 Added 2.68%
8,192 $466,000
Q3 2020

Sep 07, 2021
BUY
$37.79 - $46.18 $1,171 - $1,431
31 Added 0.39%
7,978 $308,000
Q2 2020

Sep 07, 2021
BUY
$26.41 - $48.72 $3,301 - $6,090
125 Added 1.6%
7,947 $311,000
Q1 2020

Sep 07, 2021
SELL
$24.16 - $57.08 $20,850 - $49,260
-863 Reduced 9.94%
7,822 $255,000
Q4 2019

Sep 07, 2021
SELL
$52.35 - $57.4 $58,736 - $64,402
-1,122 Reduced 11.44%
8,685 $475,000
Q3 2019

Sep 07, 2021
BUY
$52.18 - $60.68 $7,148 - $8,313
137 Added 1.42%
9,807 $562,000
Q2 2019

Sep 07, 2021
BUY
$51.57 - $57.92 $12,015 - $13,495
233 Added 2.47%
9,670 $560,000
Q1 2019

Sep 07, 2021
SELL
$43.39 - $53.09 $113,898 - $139,361
-2,625 Reduced 21.76%
9,437 $473,000
Q4 2018

Sep 07, 2021
BUY
$41.08 - $60.65 $170,071 - $251,091
4,140 Added 52.26%
12,062 $525,000
Q3 2018

Sep 07, 2021
BUY
$52.86 - $59.54 $80,928 - $91,155
1,531 Added 23.96%
7,922 $464,000
Q2 2018

Sep 07, 2021
BUY
$52.58 - $61.46 $22,661 - $26,489
431 Added 7.23%
6,391 $338,000
Q1 2018

Sep 07, 2021
SELL
$57.76 - $75.04 $1,906 - $2,476
-33 Reduced 0.55%
5,960 $363,000
Q4 2017

Sep 07, 2021
BUY
$64.92 - $71.76 $24,345 - $26,910
375 Added 6.67%
5,993 $422,000
Q3 2017

Sep 07, 2021
SELL
$59.92 - $67.04 $48,415 - $54,168
-808 Reduced 12.57%
5,618 $361,000
Q2 2017

Sep 07, 2021
SELL
N/A
-455 Reduced 6.61%
6,426 $411,000
Q1 2017

Sep 07, 2021
BUY
N/A
40 Added 0.58%
6,881 $434,000
Q4 2016

Sep 07, 2021
BUY
N/A
60 Added 0.88%
6,841 $395,000
Q3 2016

Sep 07, 2021
BUY
N/A
250 Added 3.83%
6,781 $349,000
Q2 2016

Sep 07, 2021
SELL
N/A
-30 Reduced 0.46%
6,531 $268,000
Q1 2016

Sep 07, 2021
BUY
N/A
6,561
6,561 $261,000

Others Institutions Holding PFG

# of Institutions
915
Shares Held
165M
Call Options Held
121K
Put Options Held
94.8K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $20.3B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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