A detailed history of Geo Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Geo Wealth Management, LLC holds 929 shares of PFG stock, worth $71,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
929
Previous 1,725 46.14%
Holding current value
$71,811
Previous $135,000 41.48%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$72.94 - $87.46 $58,060 - $69,618
-796 Reduced 46.14%
929 $79,000
Q2 2024

Aug 12, 2024

SELL
$76.66 - $86.01 $50,288 - $56,422
-656 Reduced 27.55%
1,725 $135,000
Q1 2024

May 15, 2024

SELL
$77.2 - $86.31 $183,813 - $205,504
-2,381 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$77.2 - $86.31 $79,747 - $89,158
1,033 Added 76.63%
2,381 $205,000
Q4 2023

Feb 13, 2024

BUY
$66.88 - $79.58 $90,154 - $107,273
1,348 New
1,348 $106,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.3B
  • 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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