Geneos Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.8K | Buy |
916
+9
| +1% | +$495 | ﹤0.01% | 1467 |
|
|
2025
Q4 | $45.3K | Buy |
907
+9
| +1% | +$469 | ﹤0.01% | 1431 |
|
|
2025
Q3 | $52.1K | Buy |
898
+171
| +24% | +$9.61K | ﹤0.01% | 1373 |
|
|
2025
Q2 | $42.4K | Sell |
727
-525
| -42% | -$27.7K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $73.9K | Buy |
1,252
+729
| +139% | +$35.8K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $23.1K | Buy |
523
+10
| +2% | +$458 | ﹤0.01% | 1661 |
|
|
2024
Q3 | $25.2K | Buy |
513
+9
| +2% | +$411 | ﹤0.01% | 1472 |
|
|
2024
Q2 | $21.1K | Buy |
+504
| New | +$20.7K | ﹤0.01% | 1330 |
|
|
2022
Q3 | – | Sell |
-526
| Closed | -$25K | – | 2183 |
|
|
2022
Q2 | $25K | Hold |
526
| – | – | ﹤0.01% | 1584 |
|
|
2022
Q1 | $28K | Sell |
526
-385
| -42% | -$18.6K | ﹤0.01% | 1631 |
|
|
2021
Q4 | $43K | Hold |
911
| – | – | ﹤0.01% | 1543 |
|
|
2021
Q3 | $47K | Sell |
911
-109
| -11% | -$5.53K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $53K | Sell |
1,020
-117
| -10% | -$5.82K | ﹤0.01% | 1454 |
|
|
2021
Q1 | $54K | Hold |
1,137
| – | – | ﹤0.01% | 1586 |
|
|
2020
Q4 | $49K | Sell |
1,137
-571
| -33% | -$16.8K | ﹤0.01% | 1467 |
|
|
2020
Q3 | $45K | Buy |
1,708
+110
| +7% | +$3.44K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $50K | Sell |
1,598
-148
| -8% | -$4.39K | ﹤0.01% | 1208 |
|
|
2020
Q1 | $42K | Sell |
1,746
-726
| -29% | -$41.6K | ﹤0.01% | 1193 |
|
|
2019
Q4 | $173K | Buy |
2,472
+133
| +6% | +$9.81K | 0.01% | 745 |
|
|
2019
Q3 | $179K | Buy |
2,339
+164
| +8% | +$12.5K | 0.01% | 692 |
|
|
2019
Q2 | $162K | Buy |
2,175
+97
| +5% | +$7.57K | 0.01% | 735 |
|
|
2019
Q1 | $159K | Sell |
2,078
-176
| -8% | -$12.8K | 0.01% | 720 |
|
|
2018
Q4 | $144K | Buy |
2,254
+326
| +17% | +$22.4K | 0.01% | 710 |
|
|
2018
Q3 | $131K | Buy |
1,928
+43
| +2% | +$2.92K | 0.01% | 795 |
|
|
2018
Q2 | $122K | Sell |
1,885
-165
| -8% | -$9.77K | 0.01% | 716 |
|
|
2018
Q1 | $113K | Sell |
2,050
-63
| -3% | -$3.65K | 0.01% | 713 |
|
|
2017
Q4 | $138K | Sell |
2,113
-1,047
| -33% | -$71.6K | 0.01% | 644 |
|
|
2017
Q3 | $220K | Sell |
3,160
-1,603
| -34% | -$113K | 0.02% | 487 |
|
|
2017
Q2 | $342K | Buy |
+4,763
| New | +$347K | 0.04% | 371 |
|
|
2017
Q1 | – | Sell |
-37
| Closed | -$2K | – | 2080 |
|
|
2016
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 1841 |
|
|
2016
Q3 | $2K | Buy |
+37
| New | +$2.96K | ﹤0.01% | 1766 |
|
Other funds holding EPR
VPM
VCM
QCM
