Geneos Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
10,150
-1,212
| -11% | -$21.2K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $442K | Buy |
11,362
+5,813
| +105% | +$226K | 0.01% | 936 |
|
|
2024
Q4 | $112K | Buy |
5,549
+278
| +5% | +$5.64K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $121K | Buy |
5,271
+3,481
| +194% | +$79.6K | ﹤0.01% | 908 |
|
|
2024
Q2 | $35.1K | Sell |
1,790
-467
| -21% | -$9.15K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $42.3K | Buy |
2,257
+551
| +32% | +$10.3K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $33.8K | Hold |
1,706
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q3 | $31.3K | Sell |
1,706
-2,156
| -56% | -$39.6K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $77.6K | Hold |
3,862
| – | – | ﹤0.01% | 948 |
|
|
2023
Q1 | $84.9K | Sell |
3,862
-92
| -2% | -$2.02K | 0.01% | 896 |
|
|
2022
Q4 | $99.1K | Sell |
3,954
-1,141
| -22% | -$28.6K | 0.01% | 828 |
|
|
2022
Q3 | $116K | Sell |
5,095
-1,759
| -26% | -$40K | 0.01% | 756 |
|
|
2022
Q2 | $182K | Sell |
6,854
-191
| -3% | -$5.07K | 0.01% | 779 |
|
|
2022
Q1 | $241K | Sell |
7,045
-558
| -7% | -$19.1K | 0.01% | 734 |
|
|
2021
Q4 | $274K | Sell |
7,603
-104
| -1% | -$3.75K | 0.01% | 758 |
|
|
2021
Q3 | $261K | Buy |
7,707
+9
| +0.1% | +$305 | 0.01% | 753 |
|
|
2021
Q2 | $257K | Sell |
7,698
-1,786
| -19% | -$59.6K | 0.01% | 747 |
|
|
2021
Q1 | $325K | Sell |
9,484
-25
| -0.3% | -$857 | 0.01% | 762 |
|
|
2020
Q4 | $254K | Buy |
9,509
+2,214
| +30% | +$59.1K | 0.01% | 747 |
|
|
2020
Q3 | $195K | Sell |
7,295
-331
| -4% | -$8.85K | 0.01% | 696 |
|
|
2020
Q2 | $202K | Sell |
7,626
-477
| -6% | -$12.6K | 0.01% | 662 |
|
|
2020
Q1 | $202K | Sell |
8,103
-213
| -3% | -$5.31K | 0.01% | 607 |
|
|
2019
Q4 | $282K | Buy |
+8,316
| New | +$282K | 0.02% | 576 |
|