Geneos Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $436K | Buy |
25,646
+309
| +1% | +$5.42K | 0.01% | 737 |
|
|
2025
Q4 | $429K | Buy |
25,337
+1,012
| +4% | +$18K | 0.01% | 708 |
|
|
2025
Q3 | $439K | Buy |
24,325
+2,069
| +9% | +$35K | 0.01% | 690 |
|
|
2025
Q2 | $353K | Sell |
22,256
-28,704
| -56% | -$436K | 0.01% | 810 |
|
|
2025
Q1 | $861K | Buy |
50,960
+27,404
| +116% | +$455K | 0.01% | 716 |
|
|
2024
Q4 | $399K | Buy |
+23,556
| New | +$414K | 0.01% | 639 |
|
|
2022
Q3 | – | Sell |
-77,832
| Closed | -$2.24M | – | 2271 |
|
|
2022
Q2 | $2.24M | Sell |
77,832
-2,787
| -3% | -$82.8K | 0.11% | 196 |
|
|
2022
Q1 | $2.53M | Sell |
80,619
-2,878
| -3% | -$90.7K | 0.11% | 198 |
|
|
2021
Q4 | $2.79M | Sell |
83,497
-3,417
| -4% | -$114K | 0.11% | 199 |
|
|
2021
Q3 | $2.6M | Buy |
86,914
+416
| +0.5% | +$12.1K | 0.1% | 205 |
|
|
2021
Q2 | $2.33M | Sell |
86,498
-1,167
| -1% | -$33K | 0.09% | 214 |
|
|
2021
Q1 | $2.57M | Sell |
87,665
-1,783
| -2% | -$49.9K | 0.07% | 260 |
|
|
2020
Q4 | $2.52M | Sell |
89,448
-4,157
| -4% | -$110K | 0.1% | 203 |
|
|
2020
Q3 | $2.39M | Sell |
93,605
-4,835
| -5% | -$127K | 0.12% | 178 |
|
|
2020
Q2 | $2.57M | Sell |
98,440
-1,957
| -2% | -$50.1K | 0.14% | 157 |
|
|
2020
Q1 | $2.52M | Sell |
100,397
-8,846
| -8% | -$267K | 0.17% | 137 |
|
|
2019
Q4 | $3.29M | Sell |
109,243
-3,777
| -3% | -$113K | 0.18% | 145 |
|
|
2019
Q3 | $3.34M | Sell |
113,020
-4,220
| -4% | -$118K | 0.2% | 125 |
|
|
2019
Q2 | $3.21M | Sell |
117,240
-11,053
| -9% | -$311K | 0.2% | 125 |
|
|
2019
Q1 | $3.67M | Sell |
128,293
-8,626
| -6% | -$240K | 0.24% | 112 |
|
|
2018
Q4 | $3.48M | Sell |
136,919
-4,875
| -3% | -$129K | 0.26% | 108 |
|
|
2018
Q3 | $3.78M | Sell |
141,794
-6,433
| -4% | -$177K | 0.25% | 117 |
|
|
2018
Q2 | $4M | Sell |
148,227
-5,086
| -3% | -$129K | 0.31% | 88 |
|
|
2018
Q1 | $4.05M | Sell |
153,313
-10,728
| -7% | -$286K | 0.35% | 75 |
|
|
2017
Q4 | $4.93M | Buy |
164,041
+229
| +0.1% | +$6.93K | 0.44% | 62 |
|
|
2017
Q3 | $4.88M | Sell |
163,812
-4,263
| -3% | -$129K | 0.48% | 51 |
|
|
2017
Q2 | $5.23M | Sell |
168,075
-10,857
| -6% | -$342K | 0.54% | 43 |
|
|
2017
Q1 | $5.63M | Sell |
178,932
-16,432
| -8% | -$499K | 0.59% | 39 |
|
|
2016
Q4 | $5.69M | Sell |
195,364
-2,778
| -1% | -$81.7K | 0.75% | 29 |
|
|
2016
Q3 | $6.46M | Sell |
198,142
-20,037
| -9% | -$663K | 0.87% | 23 |
|
|
2016
Q2 | $7.09M | Sell |
218,179
-11,589
| -5% | -$349K | 1.03% | 13 |
|
|
2016
Q1 | $6.78M | Buy |
+229,768
| New | +$6.37M | 1.04% | 14 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
