GWM
BPYU

Geneos Wealth Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Geneos Wealth Management’s Portfolio BPYU Stock Details BPYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,790
Closed -$33K – 2941
2021
Q2 		$33K Sell
1,790
-1,040
-37% -$19K ﹤0.01% 1676
2021
Q1 		$50K Hold
2,830
– – ﹤0.01% 1640
2020
Q4 		$51K Sell
2,830
-2,037
-42% -$31K ﹤0.01% 1456
2020
Q3 		$55K Buy
4,867
+104
+2% +$1.19K ﹤0.01% 1212
2020
Q2 		$46K Buy
4,763
+1,149
+32% +$11.6K ﹤0.01% 1259
2020
Q1 		$32K Sell
3,614
-5,216
-59% -$84.6K ﹤0.01% 1315
2019
Q4 		$160K Buy
8,830
+48
+0.5% +$909 0.01% 784
2019
Q3 		$178K Buy
8,782
+2,495
+40% +$48.2K 0.01% 695
2019
Q2 		$118K Buy
6,287
+50
+0.8% +$996 0.01% 847
2019
Q1 		$127K Buy
6,237
+5,193
+497% +$98.5K 0.01% 781
2018
Q4 		$16K Hold
1,044
– – ﹤0.01% 1617
2018
Q3 		$21K Buy
+1,044
New +$21K ﹤0.01% 1560

Geneos Wealth Management's BPYU Position: Q3 2021 in Review

Geneos Wealth Management sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q3 2021, closing a stake of 1,790 shares — an estimated $33K sold.

Geneos Wealth Management first reported a position in BPYU in Q3 2018 and held it in 12 quarters. The position peaked at $178K in Q3 2019. 0 funds tracked by Wall St. Rank hold BPYU as of Q3 2021.

  • Geneos Wealth Management reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 1,790 Brookfield Property REIT Inc. Class A Common Stock shares in Q3 2021, an estimated $33K.
  • Geneos Wealth Management first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2018 and held it in 12 quarters.
  • Geneos Wealth Management's Brookfield Property REIT Inc. Class A Common Stock position peaked at $178K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.