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Flaherty & Crumrine Pref. Income shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3k 360 12.02
2025-06-30 $4.1k 360 11.31
2025-03-31 $6.3k 560 11.22
2024-12-31 $4.0k 360 11.24
2024-09-30 $4.3k 360 11.95
2024-06-30 $3.8k 360 10.44
2024-03-31 $3.8k 360 10.61
2023-12-31 $3.6k 360 9.88
2023-09-30 $3.3k 360 9.13
2023-06-30 $3.5k 360 9.86
2023-03-31 $3.8k 360 10.61
2022-12-31 $4.0k 360 11.11
2022-09-30 $3.0k 360 8.33
2022-06-30 $8.0k 685 11.68
2022-03-31 $9.0k 685 13.14
2021-12-31 $21k 1.2k 17.27
2021-09-30 $19k 1.2k 15.63
2021-06-30 $11k 685 16.06
2021-03-31 $12k 685 17.52
2020-12-31 $11k 685 16.06
2020-09-30 $24k 1.5k 15.84
2020-06-30 $17k 1.2k 14.29
2020-03-31 $14k 1.2k 11.76
2019-12-31 $18k 1.2k 15.13
2019-09-30 $18k 1.2k 15.13
2019-06-30 $17k 1.2k 14.29
2019-03-31 $16k 1.2k 13.45
2018-12-31 $13k 1.2k 10.92
2018-09-30 $15k 1.2k 12.61
2018-06-30 $16k 1.2k 13.45
2018-03-31 $16k 1.2k 13.45
2017-12-31 $9.0k 660 13.64
2017-09-30 $9.0k 660 13.64
2017-06-30 $10k 660 15.15
2017-03-31 $9.0k 660 13.64
2016-12-31 $9.0k 660 13.64
2016-09-30 $9.0k 660 13.64
2016-06-30 $10k 660 15.15
2016-03-31 $9.0k 660 13.64

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Capital Group Growth Etf Shs Creation Uni (CGGR)
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Apple (AAPL)
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Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos Wealth Management

Top funds holding Flaherty & Crumrine Pref. Income

Sit Investment Associates
Atlantic Trust
Morgan Stanley
We Are One Seven
UBS Group
Smith Asset Management
Fiera Capital Corporation
Umb Bank N A
Advisor Group Holdings
Wells Fargo & Company
LPL Financial
Lido Advisors
Royal Bank of Canada
CNH Partners
Robinson Capital Management

View all funds holding Flaherty & Crumrine Pref. Income