Pulte shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Pulte (PHM) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Pulte
Tip: Access up to 7 years of quarterly data
All positions including Pulte held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pulte by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5k | 38 | 117.50 |
| 2025-09-30 | $10k | 77 | 132.62 |
| 2025-06-30 | $285k | 2.7k | 105.46 |
| 2025-03-31 | $264k | 2.6k | 102.80 |
| 2024-12-31 | $2.3M | 21k | 108.90 |
| 2024-09-30 | $3.1M | 22k | 143.53 |
| 2024-06-30 | $2.3M | 21k | 110.10 |
| 2024-03-31 | $2.6M | 22k | 120.62 |
| 2023-12-31 | $2.3M | 23k | 103.22 |
| 2023-09-30 | $1.9M | 26k | 74.05 |
| 2023-06-30 | $1.8M | 24k | 77.68 |
| 2022-03-31 | $6.0k | 150 | 40.00 |
| 2021-12-31 | $8.0k | 150 | 53.33 |
| 2021-09-30 | $54k | 1.2k | 45.42 |
| 2021-06-30 | $38k | 706 | 53.82 |
| 2021-03-31 | $55k | 935 | 58.82 |
| 2020-12-31 | $37k | 906 | 40.84 |
| 2020-09-30 | $8.0k | 182 | 43.96 |
| 2020-06-30 | $69k | 2.2k | 31.62 |
| 2020-03-31 | $65k | 2.7k | 24.28 |
| 2019-12-31 | $148k | 3.8k | 38.56 |
| 2019-09-30 | $155k | 4.3k | 35.71 |
| 2019-06-30 | $137k | 4.4k | 31.48 |
| 2019-03-31 | $128k | 4.6k | 27.93 |
| 2018-12-31 | $125k | 4.8k | 25.85 |
| 2018-09-30 | $72k | 2.9k | 24.71 |
| 2018-06-30 | $74k | 2.6k | 28.64 |
| 2018-03-31 | $81k | 2.8k | 29.15 |
| 2017-12-31 | $93k | 2.8k | 33.23 |
| 2017-09-30 | $76k | 2.8k | 27.15 |
| 2017-06-30 | $76k | 3.1k | 24.24 |
| 2017-03-31 | $68k | 2.9k | 23.48 |
| 2016-12-31 | $68k | 3.7k | 18.37 |
| 2016-09-30 | $79k | 4.0k | 19.79 |
| 2016-06-30 | $55k | 2.9k | 19.14 |
| 2016-03-31 | $52k | 2.9k | 18.09 |