Geneos Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $133K | Sell |
769
-82
| -10% | -$14.8K | ﹤0.01% | 1090 |
|
|
2025
Q4 | $149K | Sell |
851
-10
| -1% | -$1.82K | ﹤0.01% | 1026 |
|
|
2025
Q3 | $166K | Sell |
861
-1,583
| -65% | -$330K | ﹤0.01% | 963 |
|
|
2025
Q2 | $540K | Sell |
2,444
-8,436
| -78% | -$1.82M | 0.01% | 685 |
|
|
2025
Q1 | $2.37M | Buy |
10,880
+6,440
| +145% | +$1.26M | 0.03% | 448 |
|
|
2024
Q4 | $814K | Buy |
4,440
+195
| +5% | +$40.4K | 0.03% | 467 |
|
|
2024
Q3 | $987K | Buy |
4,245
+3,083
| +265% | +$684K | 0.04% | 410 |
|
|
2024
Q2 | $226K | Sell |
1,162
-24,006
| -95% | -$4.49M | 0.01% | 676 |
|
|
2024
Q1 | $4.97M | Sell |
25,168
-4,108
| -14% | -$818K | 0.23% | 112 |
|
|
2023
Q4 | $6.32M | Sell |
29,276
-5,700
| -16% | -$1.08M | 0.31% | 70 |
|
|
2023
Q3 | $5.75M | Buy |
34,976
+33,923
| +3,222% | +$6.2M | 0.3% | 82 |
|
|
2023
Q2 | $204K | Buy |
1,053
+10
| +1% | +$1.96K | 0.01% | 681 |
|
|
2023
Q1 | $213K | Sell |
1,043
-62
| -6% | -$13K | 0.01% | 641 |
|
|
2022
Q4 | $234K | Buy |
1,105
+120
| +12% | +$25K | 0.01% | 593 |
|
|
2022
Q3 | $211K | Sell |
985
-2,082
| -68% | -$535K | 0.01% | 584 |
|
|
2022
Q2 | $792K | Sell |
3,067
-517
| -14% | -$130K | 0.04% | 383 |
|
|
2022
Q1 | $900K | Buy |
3,584
+20
| +0.6% | +$4.88K | 0.04% | 382 |
|
|
2021
Q4 | $1.04M | Sell |
3,564
-107
| -3% | -$29.2K | 0.04% | 383 |
|
|
2021
Q3 | $978K | Buy |
3,671
+36
| +1% | +$10.3K | 0.04% | 389 |
|
|
2021
Q2 | $992K | Sell |
3,635
-931
| -20% | -$237K | 0.04% | 367 |
|
|
2021
Q1 | $1.16M | Buy |
4,566
+53
| +1% | +$11.8K | 0.03% | 387 |
|
|
2020
Q4 | $879K | Buy |
4,513
+1,533
| +51% | +$356K | 0.04% | 382 |
|
|
2020
Q3 | $714K | Buy |
2,980
+59
| +2% | +$15K | 0.04% | 354 |
|
|
2020
Q2 | $720K | Sell |
2,921
-410
| -12% | -$101K | 0.04% | 341 |
|
|
2020
Q1 | $727K | Sell |
3,331
-845
| -20% | -$197K | 0.05% | 306 |
|
|
2019
Q4 | $956K | Buy |
4,176
+166
| +4% | +$36.2K | 0.05% | 307 |
|
|
2019
Q3 | $878K | Buy |
4,010
+59
| +1% | +$12.9K | 0.05% | 297 |
|
|
2019
Q2 | $807K | Sell |
3,951
-75
| -2% | -$15.1K | 0.05% | 316 |
|
|
2019
Q1 | $793K | Buy |
4,026
+71
| +2% | +$12.5K | 0.05% | 311 |
|
|
2018
Q4 | $628K | Sell |
3,955
-335
| -8% | -$52.4K | 0.05% | 328 |
|
|
2018
Q3 | $623K | Buy |
4,290
+619
| +17% | +$90.8K | 0.04% | 339 |
|
|
2018
Q2 | $529K | Sell |
3,671
-641
| -15% | -$89.1K | 0.04% | 320 |
|
|
2018
Q1 | $626K | Sell |
4,312
-307
| -7% | -$43.2K | 0.05% | 270 |
|
|
2017
Q4 | $659K | Sell |
4,619
-7
| -0.2% | -$999 | 0.06% | 273 |
|
|
2017
Q3 | $632K | Buy |
4,626
+8
| +0.2% | +$1.11K | 0.06% | 262 |
|
|
2017
Q2 | $611K | Buy |
4,618
+63
| +1% | +$8.07K | 0.06% | 257 |
|
|
2017
Q1 | $553K | Sell |
4,555
-16
| -0.4% | -$1.76K | 0.06% | 254 |
|
|
2016
Q4 | $483K | Buy |
4,571
+508
| +13% | +$55.2K | 0.06% | 251 |
|
|
2016
Q3 | $460K | Buy |
4,063
+246
| +6% | +$28.1K | 0.06% | 259 |
|
|
2016
Q2 | $433K | Buy |
3,817
+8
| +0.2% | +$851 | 0.06% | 269 |
|
|
2016
Q1 | $398K | Buy |
+3,809
| New | +$356K | 0.06% | 276 |
|
Other funds holding AMT
VCM
VPM
Geneos Wealth Management's AMT Position: Q1 2026 in Review
Geneos Wealth Management reduced its American Tower (AMT) stake by 9.6% in Q1 2026, selling an estimated $14.8K and leaving 769 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.
Geneos Wealth Management first reported a position in AMT in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.32M in Q4 2023. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Geneos Wealth Management held 769 shares of American Tower worth $133K as of Q1 2026.
- Geneos Wealth Management sold 82 American Tower shares in Q1 2026, an estimated $14.8K.
- American Tower made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1090 holding.
- Geneos Wealth Management first reported a position in American Tower in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's American Tower position peaked at $6.32M in Q4 2023.
- 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.