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 $24,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$24,640
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 $389M
  • 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
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.