Geneos Wealth Management’s Chatham Lodging CLDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.29K | Hold |
400
| – | – | ﹤0.01% | 2170 |
|
|
2026
Q1 | $3.15K | Hold |
400
| – | – | ﹤0.01% | 2246 |
|
|
2025
Q4 | $2.72K | Hold |
400
| – | – | ﹤0.01% | 2274 |
|
|
2025
Q3 | $2.68K | Hold |
400
| – | – | ﹤0.01% | 2273 |
|
|
2025
Q2 | $2.79K | Buy |
400
+200
| +100% | +$1.4K | ﹤0.01% | 2739 |
|
|
2025
Q1 | $1.43K | Hold |
200
| – | – | ﹤0.01% | 2854 |
|
|
2024
Q4 | $1.79K | Hold |
200
| – | – | ﹤0.01% | 2640 |
|
|
2024
Q3 | $1.7K | Hold |
200
| – | – | ﹤0.01% | 2332 |
|
|
2024
Q2 | $1.7K | Hold |
200
| – | – | ﹤0.01% | 1915 |
|
|
2024
Q1 | $2.02K | Hold |
200
| – | – | ﹤0.01% | 1896 |
|
|
2023
Q4 | $2.14K | Hold |
200
| – | – | ﹤0.01% | 1908 |
|
|
2023
Q3 | $1.91K | Hold |
200
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q2 | $1.87K | Hold |
200
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q1 | $2.1K | Buy |
+200
| New | +$2.45K | ﹤0.01% | 1894 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$4K | – | 2102 |
|
|
2022
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 2314 |
|
|
2021
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q3 | $5K | Sell |
400
-600
| -60% | -$7.21K | ﹤0.01% | 2436 |
|
|
2021
Q2 | $12K | Sell |
1,000
-500
| -33% | -$6.67K | ﹤0.01% | 2121 |
|
|
2021
Q1 | $20K | Hold |
1,500
| – | – | ﹤0.01% | 2078 |
|
|
2020
Q4 | $20K | Sell |
1,500
-900
| -38% | -$8.62K | ﹤0.01% | 1901 |
|
|
2020
Q3 | $17K | Sell |
2,400
-800
| -25% | -$5.24K | ﹤0.01% | 1720 |
|
|
2020
Q2 | $18K | Hold |
3,200
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q1 | $19K | Hold |
3,200
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q4 | $58K | Hold |
3,200
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q3 | $58K | Hold |
3,200
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q2 | $60K | Hold |
3,200
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q1 | $61K | Sell |
3,200
-200
| -6% | -$3.93K | ﹤0.01% | 1048 |
|
|
2018
Q4 | $60K | Hold |
3,400
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q3 | $71K | Hold |
3,400
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q2 | $72K | Sell |
3,400
-400
| -11% | -$7.97K | 0.01% | 897 |
|
|
2018
Q1 | $72K | Buy |
3,800
+400
| +12% | +$8.32K | 0.01% | 860 |
|
|
2017
Q4 | $77K | Buy |
3,400
+2,400
| +240% | +$53.8K | 0.01% | 839 |
|
|
2017
Q3 | $21K | Buy |
+1,000
| New | +$20.4K | ﹤0.01% | 1294 |
|
Other funds holding CLDT
DSC
Geneos Wealth Management's CLDT Position: Q2 2026 in Review
Geneos Wealth Management held its Chatham Lodging (CLDT) position steady in Q2 2026 at 400 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.
Geneos Wealth Management first reported a position in CLDT in Q3 2017 and has held it in 34 quarters since. The position peaked at $77K in Q4 2017. 182 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.
- Geneos Wealth Management held 400 shares of Chatham Lodging worth $5.29K as of Q2 2026.
- Geneos Wealth Management left its Chatham Lodging share count unchanged in Q2 2026.
- Chatham Lodging made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2170 holding.
- Geneos Wealth Management first reported a position in Chatham Lodging in Q3 2017 and has held it in 34 quarters since.
- Geneos Wealth Management's Chatham Lodging position peaked at $77K in Q4 2017.
- 182 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.