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Geneos Wealth Management’s Healthpeak Properties DOC Stock Holding History

Geneos Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75.5K Hold
4,594
– – ﹤0.01% 1274
2025
Q4 		$73.9K Buy
4,594
+1,200
+35% +$21.2K ﹤0.01% 1256
2025
Q3 		$65K Sell
3,394
-6,756
-67% -$121K ﹤0.01% 1280
2025
Q2 		$178K Sell
10,150
-1,212
-11% -$21.5K ﹤0.01% 1039
2025
Q1 		$442K Buy
11,362
+5,813
+105% +$118K 0.01% 936
2024
Q4 		$112K Buy
5,549
+278
+5% +$6.02K ﹤0.01% 1028
2024
Q3 		$121K Buy
5,271
+3,481
+194% +$75K ﹤0.01% 908
2024
Q2 		$35.1K Sell
1,790
-467
-21% -$8.92K ﹤0.01% 1190
2024
Q1 		$42.3K Buy
2,257
+551
+32% +$10K ﹤0.01% 1127
2023
Q4 		$33.8K Hold
1,706
– – ﹤0.01% 1191
2023
Q3 		$31.3K Sell
1,706
-2,156
-56% -$44.3K ﹤0.01% 1217
2023
Q2 		$77.6K Hold
3,862
– – ﹤0.01% 948
2023
Q1 		$84.9K Sell
3,862
-92
-2% -$2.28K 0.01% 896
2022
Q4 		$99.1K Sell
3,954
-1,141
-22% -$27.7K 0.01% 828
2022
Q3 		$116K Sell
5,095
-1,759
-26% -$46.5K 0.01% 756
2022
Q2 		$182K Sell
6,854
-191
-3% -$5.79K 0.01% 779
2022
Q1 		$241K Sell
7,045
-558
-7% -$18.8K 0.01% 734
2021
Q4 		$274K Sell
7,603
-104
-1% -$3.59K 0.01% 758
2021
Q3 		$261K Buy
7,707
+9
+0.1% +$319 0.01% 753
2021
Q2 		$257K Sell
7,698
-1,786
-19% -$59.9K 0.01% 747
2021
Q1 		$325K Sell
9,484
-25
-0.3% -$759 0.01% 762
2020
Q4 		$254K Buy
9,509
+2,214
+30% +$64.4K 0.01% 747
2020
Q3 		$195K Sell
7,295
-331
-4% -$9.07K 0.01% 696
2020
Q2 		$202K Sell
7,626
-477
-6% -$12.2K 0.01% 662
2020
Q1 		$202K Sell
8,103
-213
-3% -$6.94K 0.01% 607
2019
Q4 		$282K Buy
+8,316
New +$291K 0.02% 576

Other funds holding DOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geneos Wealth Management's DOC Position: Q1 2026 in Review

Geneos Wealth Management held its Healthpeak Properties (DOC) position steady in Q1 2026 at 4,594 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Geneos Wealth Management first reported a position in DOC in Q4 2019 and has held it in 26 quarters since. The position peaked at $442K in Q1 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

  • Geneos Wealth Management held 4,594 shares of Healthpeak Properties worth $75.5K as of Q1 2026.
  • Geneos Wealth Management left its Healthpeak Properties share count unchanged in Q1 2026.
  • Healthpeak Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1274 holding.
  • Geneos Wealth Management first reported a position in Healthpeak Properties in Q4 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Healthpeak Properties position peaked at $442K in Q1 2025.
  • 756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.