Geneos Wealth Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-125
| Closed | -$1.23K | – | 2199 |
|
|
2023
Q3 | $1.23K | Hold |
125
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q2 | $761 | Hold |
125
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q1 | $840 | Hold |
125
| – | – | ﹤0.01% | 2011 |
|
|
2022
Q4 | $1.06K | Hold |
125
| – | – | ﹤0.01% | 1957 |
|
|
2022
Q3 | $0 | Sell |
125
-100
| -44% | -$997 | ﹤0.01% | 2688 |
|
|
2022
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q1 | $2K | Sell |
225
-125
| -36% | -$1.15K | ﹤0.01% | 2593 |
|
|
2021
Q4 | $3K | Hold |
350
| – | – | ﹤0.01% | 2551 |
|
|
2021
Q3 | $3K | Hold |
350
| – | – | ﹤0.01% | 2615 |
|
|
2021
Q2 | $3K | Hold |
350
| – | – | ﹤0.01% | 2619 |
|
|
2021
Q1 | $4K | Sell |
350
-50
| -13% | -$482 | ﹤0.01% | 2759 |
|
|
2020
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q3 | $2K | Sell |
400
-125
| -24% | -$736 | ﹤0.01% | 2470 |
|
|
2020
Q2 | $2K | Hold |
525
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q1 | $2K | Hold |
525
| – | – | ﹤0.01% | 2315 |
|
|
2019
Q4 | $7K | Hold |
525
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q3 | $7K | Hold |
525
| – | – | ﹤0.01% | 2034 |
|
|
2019
Q2 | $8K | Hold |
525
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q1 | $8K | Hold |
525
| – | – | ﹤0.01% | 1926 |
|
|
2018
Q4 | $9K | Sell |
525
-125
| -19% | -$2.33K | ﹤0.01% | 1836 |
|
|
2018
Q3 | $14K | Sell |
650
-250
| -28% | -$5.6K | ﹤0.01% | 1735 |
|
|
2018
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 1481 |
|
|
2018
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 1496 |
|
|
2017
Q4 | $15K | Hold |
900
| – | – | ﹤0.01% | 1505 |
|
|
2017
Q3 | $16K | Hold |
900
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q2 | $16K | Hold |
900
| – | – | ﹤0.01% | 1370 |
|
|
2017
Q1 | $16K | Hold |
900
| – | – | ﹤0.01% | 1335 |
|
|
2016
Q4 | $19K | Hold |
900
| – | – | ﹤0.01% | 1215 |
|
|
2016
Q3 | $16K | Hold |
900
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q2 | $16K | Sell |
900
-150
| -14% | -$2.83K | ﹤0.01% | 1195 |
|
|
2016
Q1 | $21K | Buy |
+1,050
| New | +$20.6K | ﹤0.01% | 1083 |
|
Geneos Wealth Management's HT Position: Q4 2023 in Review
Geneos Wealth Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2023, closing a stake of 125 shares — an estimated $1.23K sold.
Geneos Wealth Management first reported a position in HT in Q1 2016 and held it in 31 quarters. The position peaked at $21K in Q1 2016. 0 funds tracked by Wall St. Rank hold HT as of Q4 2023.
- Geneos Wealth Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2023 after selling out during the quarter.
- Geneos Wealth Management sold 125 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2023, an estimated $1.23K.
- Geneos Wealth Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2016 and held it in 31 quarters.
- Geneos Wealth Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $21K in Q1 2016.
- 0 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2023.
Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.