Geneos Wealth Management Inc. - PUTNAM PREMIER INCOME TR ownership

PUTNAM PREMIER INCOME TR's ticker is PPT and the CUSIP is 746853100. A total of 100 filers reported holding PUTNAM PREMIER INCOME TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of PUTNAM PREMIER INCOME TR
ValueSharesWeighting
Q2 2022$26,000
-7.1%
7,0420.0%0.00%0.0%
Q1 2022$28,000
+211.1%
7,042
+217.9%
0.00%
Q4 2021$9,000
-10.0%
2,2150.0%0.00%
Q3 2021$10,0000.0%2,2150.0%0.00%
Q2 2021$10,0000.0%2,2150.0%0.00%
Q1 2021$10,0000.0%2,2150.0%0.00%
Q4 2020$10,000
+11.1%
2,2150.0%0.00%
Q3 2020$9,000
-10.0%
2,2150.0%0.00%
-100.0%
Q2 2020$10,000
+11.1%
2,2150.0%0.00%0.0%
Q1 2020$9,000
-25.0%
2,215
-4.6%
0.00%0.0%
Q4 2019$12,0000.0%2,3220.0%0.00%0.0%
Q3 2019$12,0000.0%2,322
-4.4%
0.00%0.0%
Q2 2019$12,0000.0%2,4300.0%0.00%0.0%
Q1 2019$12,000
-25.0%
2,430
-29.2%
0.00%0.0%
Q4 2018$16,000
-11.1%
3,4300.0%0.00%0.0%
Q3 2018$18,000
+5.9%
3,4300.0%0.00%0.0%
Q2 2018$17,0000.0%3,4300.0%0.00%0.0%
Q1 2018$17,000
-5.6%
3,4300.0%0.00%
-50.0%
Q4 2017$18,0000.0%3,4300.0%0.00%0.0%
Q3 2017$18,0000.0%3,4300.0%0.00%0.0%
Q2 2017$18,0000.0%3,4300.0%0.00%0.0%
Q1 2017$18,000
+5.9%
3,4300.0%0.00%0.0%
Q4 2016$17,000
-5.6%
3,430
-10.3%
0.00%0.0%
Q3 2016$18,0000.0%3,8240.0%0.00%
-33.3%
Q2 2016$18,0000.0%3,8240.0%0.00%0.0%
Q1 2016$18,0003,8240.00%
Other shareholders
PUTNAM PREMIER INCOME TR shareholders Q4 2021
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 627,072$3,405,0002.84%
Arbor Wealth Management, LLC 1,137,785$6,178,0002.58%
Quad-Cities Investment Group, LLC 494,805$2,683,0002.55%
SIT INVESTMENT ASSOCIATES INC 3,455,453$18,763,0000.53%
Chapwood Capital Investment Management, LLC 62,278$338,0000.34%
Ascension Capital Advisors, Inc. 78,076$424,0000.29%
Ballew Advisors, Inc 44,045$242,0000.21%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 61,538$334,0000.20%
Point View Wealth Management, Inc. 73,714$400,0000.17%
CAHILL FINANCIAL ADVISORS INC 83,356$453,0000.16%
View complete list of PUTNAM PREMIER INCOME TR shareholders