Portillos shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Portillos
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Quarterly reported holdings in Portillos by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 2.8k | 6.45 |
| 2025-06-30 | $29k | 2.5k | 11.67 |
| 2025-03-31 | $33k | 2.8k | 11.89 |
| 2024-12-31 | $26k | 2.8k | 9.40 |
| 2024-09-30 | $38k | 2.8k | 13.47 |
| 2024-06-30 | $27k | 2.8k | 9.72 |
| 2024-03-31 | $40k | 2.8k | 14.18 |
| 2023-12-31 | $39k | 2.5k | 15.93 |
| 2023-09-30 | $38k | 2.5k | 15.39 |
| 2023-06-30 | $55k | 2.5k | 22.53 |
| 2023-03-31 | $50k | 2.4k | 21.37 |
| 2022-12-31 | $32k | 2.0k | 16.32 |
| 2022-09-30 | $38k | 2.0k | 19.49 |
| 2022-06-30 | $84k | 5.1k | 16.55 |
| 2022-03-31 | $128k | 5.2k | 24.50 |