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Geneos Wealth Management’s American Healthcare REIT AHR Stock Holding History

Geneos Wealth Management’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Hold
24,986
– – 0.03% 469
2025
Q4 		$1.18M Sell
24,986
-972
-4% -$45.1K 0.03% 461
2025
Q3 		$1.09M Sell
25,958
-5,625
-18% -$226K 0.03% 463
2025
Q2 		$1.16M Sell
31,583
-22,493
-42% -$747K 0.03% 497
2025
Q1 		$1.64M Buy
54,076
+27,396
+103% +$790K 0.02% 534
2024
Q4 		$758K Buy
+26,680
New +$718K 0.03% 482

Other funds holding AHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return