GWM
DOC

Geneos Wealth Management’s PHYSICIANS REALTY TRUST 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
2024
Q4 		– Sell
-3,132
Closed -$71.6K – 2994
2024
Q3 		$71.6K Buy
+3,132
New +$71.6K ﹤0.01% 1068
2024
Q1 		– Sell
-1,447
Closed -$19.3K – 2241
2023
Q4 		$19.3K Buy
+1,447
New +$17.2K ﹤0.01% 1370
2022
Q1 		– Sell
-100
Closed -$1K – 3084
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2759
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2830
2021
Q2 		$1K Hold
100
– – ﹤0.01% 2842
2021
Q1 		$1K Hold
100
– – ﹤0.01% 3114
2020
Q4 		$1K Hold
100
– – ﹤0.01% 2873
2020
Q3 		$1K Hold
100
– – ﹤0.01% 2626
2020
Q2 		$1K Hold
100
– – ﹤0.01% 2560
2020
Q1 		$1K Sell
100
-2,075
-95% -$38.1K ﹤0.01% 2468
2019
Q4 		$40K Buy
+2,175
New +$39.9K ﹤0.01% 1380
2018
Q4 		– Sell
-61
Closed -$1K – 2519
2018
Q3 		$1K Buy
+61
New +$1.01K ﹤0.01% 2404

Other funds holding DOC

CWM
CIBC World Markets New York $20.8B AUM
ET
Entropy Technologies New York $2.51B AUM 24.69% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Geneos Wealth Management's DOC Position: Q4 2024 in Review

Geneos Wealth Management sold out of PHYSICIANS REALTY TRUST (DOC) in Q4 2024, closing a stake of 3,132 shares — an estimated $71.6K sold.

Geneos Wealth Management first reported a position in DOC in Q3 2018 and held it in 12 quarters. The position peaked at $71.6K in Q3 2024. 4 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Geneos Wealth Management reported no remaining PHYSICIANS REALTY TRUST position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 3,132 PHYSICIANS REALTY TRUST shares in Q4 2024, an estimated $71.6K.
  • Geneos Wealth Management first reported a position in PHYSICIANS REALTY TRUST in Q3 2018 and held it in 12 quarters.
  • Geneos Wealth Management's PHYSICIANS REALTY TRUST position peaked at $71.6K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.