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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
Q2 		$1.42M Buy
27,271
+2,285
+9% +$112K 0.03% 460
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 Buy
31,583
+8,218
+35% +$273K 0.03% 497
2025
Q1 		$708K Sell
23,365
-3,315
-12% -$95.6K 0.02% 525
2024
Q4 		$758K Buy
+26,680
New +$718K 0.03% 482

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's AHR Position: Q2 2026 in Review

Geneos Wealth Management increased its American Healthcare REIT (AHR) stake by 9.1% in Q2 2026, buying an estimated $112K and bringing the position to 27,271 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #460.

Geneos Wealth Management first reported a position in AHR in Q4 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • Geneos Wealth Management held 27,271 shares of American Healthcare REIT worth $1.42M as of Q2 2026.
  • Geneos Wealth Management bought 2,285 American Healthcare REIT shares in Q2 2026, an estimated $112K.
  • American Healthcare REIT made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Geneos Wealth Management first reported a position in American Healthcare REIT in Q4 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.