Geneos Wealth Management’s First Industrial Realty Trust FR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-493	Closed	-$23.5K	–	2120
2023 Q3	$23.5K	Hold	493	–	–	﹤0.01%	1318
2023 Q2	$26K	Hold	493	–	–	﹤0.01%	1284
2023 Q1	$26.2K	Hold	493	–	–	﹤0.01%	1263
2022 Q4	$23.8K	Buy	+493	New	+$23.5K	﹤0.01%	1280
2022 Q3	–	Sell	-26	Closed	-$1K	–	2216
2022 Q2	$1K	Sell	26 -33	-56%	-$1.81K	﹤0.01%	2486
2022 Q1	$3K	Buy	59 +8	+16%	+$479	﹤0.01%	2457
2021 Q4	$3K	Buy	+51	New	+$3.07K	﹤0.01%	2520
2018 Q4	–	Sell	-96	Closed	-$3K	–	2419
2018 Q3	$3K	Buy	+96	New	+$3.11K	﹤0.01%	2179

Other funds holding FR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geneos Wealth Management's FR Position: Q4 2023 in Review

Geneos Wealth Management sold out of First Industrial Realty Trust (FR) in Q4 2023, closing a stake of 493 shares — an estimated $23.5K sold.

Geneos Wealth Management first reported a position in FR in Q3 2018 and held it in 8 quarters. The position peaked at $26.2K in Q1 2023. 362 funds tracked by Wall St. Rank hold FR as of Q4 2023.

Geneos Wealth Management reported no remaining First Industrial Realty Trust position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 493 First Industrial Realty Trust shares in Q4 2023, an estimated $23.5K.
Geneos Wealth Management first reported a position in First Industrial Realty Trust in Q3 2018 and held it in 8 quarters.
Geneos Wealth Management's First Industrial Realty Trust position peaked at $26.2K in Q1 2023.
362 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.