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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
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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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

Top funds holding Flaherty & Crumrine Pref. Income

Raymond James Financial Services Advisors
UBS Group
Bank of America Corporation
Wolverine Asset Management
CNH Partners
Advisor Group Holdings
Private Wealth Strategies
Royal Bank of Canada
Landscape Capital Management
Robinson Capital Management
SFI Advisors
LongView Wealth Management
Wells Fargo & Company
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding Flaherty & Crumrine Pref. Income