Geneos Wealth Management’s EastGroup Properties EGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.8K Sell
102
-2
-2% -$374 ﹤0.01% 1792
2025
Q4
$18.6K Sell
104
-24
-19% -$4.27K ﹤0.01% 1751
2025
Q3
$21.7K Buy
128
+64
+100% +$10.6K ﹤0.01% 1695
2025
Q2
$10.7K Sell
64
-68
-52% -$11.3K ﹤0.01% 2298
2025
Q1
$23.3K Buy
132
+68
+106% +$11.8K ﹤0.01% 2263
2024
Q4
$10.3K Buy
64
+60
+1,500% +$10.4K ﹤0.01% 2043
2024
Q3
$747 Buy
+4
New +$737 ﹤0.01% 2494
2023
Q4
Sell
-18
Closed -$3K 2113
2023
Q3
$3K Hold
18
﹤0.01% 1863
2023
Q2
$3.12K Buy
+18
New +$3K ﹤0.01% 1854
2023
Q1
Sell
-18
Closed -$2.66K 2054
2022
Q4
$2.66K Hold
18
﹤0.01% 1837
2022
Q3
$2K Sell
18
-206
-92% -$33.6K ﹤0.01% 1830
2022
Q2
$35K Hold
224
﹤0.01% 1434
2022
Q1
$45K Hold
224
﹤0.01% 1434
2021
Q4
$51K Hold
224
﹤0.01% 1464
2021
Q3
$37K Hold
224
﹤0.01% 1628
2021
Q2
$37K Hold
224
﹤0.01% 1624
2021
Q1
$35K Hold
224
﹤0.01% 1807
2020
Q4
$32K Hold
224
﹤0.01% 1669
2020
Q3
$28K Hold
224
﹤0.01% 1498
2020
Q2
$25K Hold
224
﹤0.01% 1517
2020
Q1
$23K Hold
224
﹤0.01% 1444
2019
Q4
$29K Hold
224
﹤0.01% 1516
2019
Q3
$28K Hold
224
﹤0.01% 1453
2019
Q2
$25K Hold
224
﹤0.01% 1519
2019
Q1
$25K Hold
224
﹤0.01% 1461
2018
Q4
$20K Sell
224
-36
-14% -$3.47K ﹤0.01% 1498
2018
Q3
$24K Buy
260
+36
+16% +$3.46K ﹤0.01% 1492
2018
Q2
$21K Hold
224
﹤0.01% 1416
2018
Q1
$18K Hold
224
﹤0.01% 1428
2017
Q4
$19K Hold
224
﹤0.01% 1398
2017
Q3
$19K Hold
224
﹤0.01% 1330
2017
Q2
$18K Hold
224
﹤0.01% 1304
2017
Q1
$16K Hold
224
﹤0.01% 1316
2016
Q4
$16K Buy
+224
New +$15.5K ﹤0.01% 1264

Other funds holding EGP

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

Geneos Wealth Management reduced its EastGroup Properties (EGP) stake by 1.9% in Q1 2026, selling an estimated $374 and leaving 102 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Geneos Wealth Management first reported a position in EGP in Q4 2016 and has held it in 34 quarters since. The position peaked at $51K in Q4 2021. 512 funds tracked by Wall St. Rank hold EGP as of Q1 2026.

  • Geneos Wealth Management held 102 shares of EastGroup Properties worth $18.8K as of Q1 2026.
  • Geneos Wealth Management sold 2 EastGroup Properties shares in Q1 2026, an estimated $374.
  • EastGroup Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1792 holding.
  • Geneos Wealth Management first reported a position in EastGroup Properties in Q4 2016 and has held it in 34 quarters since.
  • Geneos Wealth Management's EastGroup Properties position peaked at $51K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2026.

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