Geneos Wealth Management’s Healthcare Realty HR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$353K	Sell	22,256 -28,704	-56%	-$455K	0.01%	810
2025 Q1	$861K	Buy	50,960 +27,404	+116%	+$463K	0.01%	716
2024 Q4	$399K	Buy	+23,556	New	+$399K	0.01%	639
2022 Q3	–	Sell	-77,832	Closed	-$2.24M	–	2270
2022 Q2	$2.24M	Sell	77,832 -2,787	-3%	-$80.3K	0.11%	196
2022 Q1	$2.53M	Sell	80,619 -2,878	-3%	-$90.2K	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%	+$12.5K	0.1%	205
2021 Q2	$2.33M	Sell	86,498 -1,167	-1%	-$31.4K	0.09%	214
2021 Q1	$2.57M	Sell	87,665 -1,783	-2%	-$52.4K	0.07%	260
2020 Q4	$2.52M	Sell	89,448 -4,157	-4%	-$117K	0.1%	203
2020 Q3	$2.39M	Sell	93,605 -4,835	-5%	-$123K	0.12%	178
2020 Q2	$2.57M	Sell	98,440 -1,957	-2%	-$51.2K	0.14%	157
2020 Q1	$2.52M	Sell	100,397 -8,846	-8%	-$222K	0.17%	137
2019 Q4	$3.29M	Sell	109,243 -3,777	-3%	-$114K	0.18%	145
2019 Q3	$3.34M	Sell	113,020 -4,220	-4%	-$125K	0.2%	125
2019 Q2	$3.22M	Sell	117,240 -11,053	-9%	-$303K	0.2%	125
2019 Q1	$3.67M	Sell	128,293 -8,626	-6%	-$247K	0.24%	112
2018 Q4	$3.48M	Sell	136,919 -4,875	-3%	-$124K	0.26%	108
2018 Q3	$3.78M	Sell	141,794 -6,433	-4%	-$172K	0.25%	117
2018 Q2	$4M	Sell	148,227 -5,086	-3%	-$137K	0.31%	88
2018 Q1	$4.06M	Sell	153,313 -10,728	-7%	-$284K	0.35%	75
2017 Q4	$4.93M	Buy	164,041 +229	+0.1%	+$6.88K	0.44%	62
2017 Q3	$4.88M	Sell	163,812 -4,263	-3%	-$127K	0.48%	51
2017 Q2	$5.23M	Sell	168,075 -10,857	-6%	-$338K	0.54%	43
2017 Q1	$5.63M	Sell	178,932 -16,432	-8%	-$517K	0.59%	39
2016 Q4	$5.69M	Sell	195,364 -2,778	-1%	-$80.9K	0.75%	29
2016 Q3	$6.46M	Sell	198,142 -20,037	-9%	-$654K	0.87%	23
2016 Q2	$7.09M	Sell	218,179 -11,589	-5%	-$377K	1.03%	13
2016 Q1	$6.78M	Buy	+229,768	New	+$6.78M	1.04%	14