Geneos Wealth Management’s Extra Space Storage EXR Stock Holding History

Geneos Wealth Management’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Sell	1,398 -3,102	-69%	-$457K	0.01%	980
2025 Q1	$668K	Buy	4,500 +2,225	+98%	+$330K	0.01%	797
2024 Q4	$340K	Hold	2,275	–	–	0.01%	674
2024 Q3	$410K	Sell	2,275 -25	-1%	-$4.51K	0.02%	605
2024 Q2	$357K	Hold	2,300	–	–	0.02%	571
2024 Q1	$338K	Hold	2,300	–	–	0.02%	576
2023 Q4	$369K	Sell	2,300 -113	-5%	-$18.1K	0.02%	536
2023 Q3	$293K	Buy	2,413 +2,063	+589%	+$251K	0.02%	584
2023 Q2	$52.1K	Hold	350	–	–	﹤0.01%	1070
2023 Q1	$57K	Hold	350	–	–	﹤0.01%	1028
2022 Q4	$51.5K	Hold	350	–	–	﹤0.01%	1050
2022 Q3	$60K	Hold	350	–	–	﹤0.01%	965
2022 Q2	$61K	Sell	350 -34	-9%	-$5.93K	﹤0.01%	1192
2022 Q1	$78K	Buy	384 +100	+35%	+$20.3K	﹤0.01%	1186
2021 Q4	$64K	Sell	284 -36	-11%	-$8.11K	﹤0.01%	1368
2021 Q3	$54K	Hold	320	–	–	﹤0.01%	1450
2021 Q2	$53K	Sell	320 -198	-38%	-$32.8K	﹤0.01%	1455
2021 Q1	$77K	Buy	518 +2	+0.4%	+$297	﹤0.01%	1405
2020 Q4	$42K	Buy	516 +198	+62%	+$16.1K	﹤0.01%	1541
2020 Q3	$33K	Hold	318	–	–	﹤0.01%	1426
2020 Q2	$28K	Hold	318	–	–	﹤0.01%	1465
2020 Q1	$30K	Hold	318	–	–	﹤0.01%	1340
2019 Q4	$33K	Hold	318	–	–	﹤0.01%	1461
2019 Q3	$37K	Hold	318	–	–	﹤0.01%	1321
2019 Q2	$33K	Sell	318 -9	-3%	-$934	﹤0.01%	1392
2019 Q1	$33K	Buy	327 +9	+3%	+$908	﹤0.01%	1344
2018 Q4	$28K	Sell	318 -39	-11%	-$3.43K	﹤0.01%	1351
2018 Q3	$30K	Buy	357 +14	+4%	+$1.18K	﹤0.01%	1403
2018 Q2	$34K	Hold	343	–	–	﹤0.01%	1224
2018 Q1	$29K	Hold	343	–	–	﹤0.01%	1234
2017 Q4	$29K	Buy	343 +25	+8%	+$2.11K	﹤0.01%	1241
2017 Q3	$25K	Hold	318	–	–	﹤0.01%	1240
2017 Q2	$24K	Hold	318	–	–	﹤0.01%	1200
2017 Q1	$23K	Buy	318 +68	+27%	+$4.92K	﹤0.01%	1187
2016 Q4	$19K	Sell	250 -400	-62%	-$30.4K	﹤0.01%	1200
2016 Q3	$51K	Hold	650	–	–	0.01%	803
2016 Q2	$58K	Buy	650 +50	+8%	+$4.46K	0.01%	751
2016 Q1	$56K	Buy	+600	New	+$56K	0.01%	763