Geneos Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65K | Sell |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $121K | Buy |
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|
2024
Q2 | $35.1K | Sell |
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|
2024
Q1 | $42.3K | Buy |
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|
2023
Q4 | $33.8K | Hold |
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|
2023
Q3 | $31.3K | Sell |
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|
2023
Q2 | $77.6K | Hold |
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|
2023
Q1 | $84.9K | Sell |
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|
2022
Q4 | $99.1K | Sell |
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|
2022
Q3 | $116K | Sell |
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|
2022
Q2 | $182K | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $282K | Buy |
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