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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.1K | Buy |
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|
2025
Q2 | $42.4K | Sell |
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|
2025
Q1 | $73.9K | Buy |
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|
2024
Q4 | $23.1K | Buy |
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|
2024
Q3 | $25.2K | Buy |
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|
2024
Q2 | $21.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $53K | Sell |
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|
2021
Q1 | $54K | Hold |
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|
2020
Q4 | $49K | Sell |
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|
2020
Q3 | $45K | Buy |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $173K | Buy |
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|
2019
Q3 | $179K | Buy |
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|
2019
Q2 | $162K | Buy |
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|
2019
Q1 | $159K | Sell |
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|
2018
Q4 | $144K | Buy |
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|
2018
Q3 | $131K | Buy |
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|
2018
Q2 | $122K | Sell |
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|
2018
Q1 | $113K | Sell |
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|
2017
Q4 | $138K | Sell |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $342K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
|