A detailed history of Geneos Wealth Management Inc. transactions in Portillo'S Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,800 shares of PTLO stock, worth $30,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$30,380
Previous $27,000 37.04%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$12.73 - $15.9 $4,137 - $5,167
325 Added 13.13%
2,800 $39,000
Q4 2023

Jan 26, 2024

BUY
$14.14 - $16.79 $353 - $419
25 Added 1.02%
2,475 $39,000
Q2 2023

Aug 08, 2023

BUY
$19.69 - $23.33 $1,969 - $2,333
100 Added 4.26%
2,450 $55,000
Q1 2023

Apr 25, 2023

BUY
$16.06 - $23.96 $6,423 - $9,584
400 Added 20.51%
2,350 $50,000
Q3 2022

Nov 14, 2022

SELL
$16.74 - $28.44 $52,312 - $88,875
-3,125 Reduced 61.58%
1,950 $38,000
Q2 2022

Jul 22, 2022

SELL
$14.98 - $24.5 $2,247 - $3,675
-150 Reduced 2.87%
5,075 $82,000
Q1 2022

May 16, 2022

BUY
$22.5 - $38.84 $117,562 - $202,939
5,225 New
5,225 $128,000

Others Institutions Holding PTLO

About Portillo's Inc.


  • Ticker PTLO
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 44,218,400
  • Market Cap $480M
  • Description
  • Portillo's Inc. owns and operates fast casual and quick service restaurants in the United States. The company offers Chicago-style hot dogs and sausages, Italian beef sandwiches, burgers, chopped salads, crinkle-cut French fries, homemade chocolate cakes, and milkshakes. As of June 26, 2022, it owned and operated 71 Portillo's restaurants across...
More about PTLO
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