Principal Financial shares owned by Gentry Private Wealth
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Gentry Private Wealth
from 13F filings
Historical chart of Gentry Private Wealth investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Gentry Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $616k | 7.4k | 82.91 |
| 2025-06-30 | $564k | 7.1k | 79.43 |
| 2025-03-31 | $586k | 6.9k | 84.37 |
| 2024-09-30 | $493k | 5.7k | 85.90 |
| 2024-06-30 | $456k | 5.8k | 78.45 |