Geneos Wealth Management Inc.
- SEC CIK
- 0001764754
- Latest filing
- Aug 6, 2026
PRFT holding history
Perficient Inc in every 13F filed by Geneos Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PRFT overviewAll 13F holders of PRFTFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 14
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −6,455−100.0% | Sold out | Holders |
| Q3 2024 | 6,455 | $487.2K | <0.1% | +151+2.4% | Added | Holders |
| Q2 2024 | 6,304 | $471.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 6,304 | $354.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 6,304 | $414.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 6,304 | $364.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 6,304 | $525.3K | <0.1% | −1,472−18.9% | Reduced | Holders |
| Q1 2023 | 7,776 | $561.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 7,776 | $543.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 7,776 | $505.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 7,776 | $701.0K | <0.1% | −436−5.3% | Reduced | Holders |
| Q1 2022 | 8,212 | $904.0K | <0.1% | +8+0.1% | Added | Holders |
| Q4 2021 | 8,204 | $1.06M | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 8,204 | $979.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 8,204 | $676.0K | <0.1% | +8,204 | New | Holders |