Geneos Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.3K | Sell |
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|
2025
Q2 | $28.4K | Sell |
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|
2025
Q1 | $61.4K | Buy |
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|
2024
Q4 | $30K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $33K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $19K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $16K | Buy |
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