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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
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

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Flaherty & Crumrine Pref. Income

Atlantic Trust
Morgan Stanley
Raymond James Financial Services Advisors
Deschutes Portfolio Strategy
CNH Partners
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Private Wealth Strategies
Robinson Capital Management
LPL Financial
Cary Street Partner Investment Advisory
LongView Wealth Management
Raymond James & Associates

View all funds holding Flaherty & Crumrine Pref. Income