Geneos Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8K | Hold |
215
| – | – | ﹤0.01% | 1969 |
|
|
2025
Q4 | $10.2K | Hold |
215
| – | – | ﹤0.01% | 1959 |
|
|
2025
Q3 | $11.5K | Hold |
215
| – | – | ﹤0.01% | 1917 |
|
|
2025
Q2 | $11.9K | Buy |
215
+145
| +207% | +$7.94K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $3.79K | Buy |
+70
| New | +$4.85K | ﹤0.01% | 2828 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | -$538 | – | 2927 |
|
|
2024
Q3 | $538 | Buy |
+4
| New | +$487 | ﹤0.01% | 2545 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$5.3K | – | 2132 |
|
|
2023
Q3 | $5.3K | Hold |
70
| – | – | ﹤0.01% | 1733 |
|
|
2023
Q2 | $5.11K | Hold |
70
| – | – | ﹤0.01% | 1735 |
|
|
2023
Q1 | $5.32K | Hold |
70
| – | – | ﹤0.01% | 1709 |
|
|
2022
Q4 | $7.09K | Hold |
70
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $6K | Sell |
70
-200
| -74% | -$19.4K | ﹤0.01% | 1647 |
|
|
2022
Q2 | $30K | Buy |
270
+166
| +160% | +$23.5K | ﹤0.01% | 1493 |
|
|
2022
Q1 | $21K | Sell |
104
-239
| -70% | -$47K | ﹤0.01% | 1782 |
|
|
2021
Q4 | $90K | Sell |
343
-357
| -51% | -$91.6K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $164K | Hold |
700
| – | – | 0.01% | 945 |
|
|
2021
Q2 | $139K | Sell |
700
-85
| -11% | -$15.6K | 0.01% | 1020 |
|
|
2021
Q1 | $143K | Sell |
785
-14
| -2% | -$2.68K | ﹤0.01% | 1133 |
|
|
2020
Q4 | $141K | Buy |
799
+76
| +11% | +$11.4K | 0.01% | 983 |
|
|
2020
Q3 | $89K | Sell |
723
-112
| -13% | -$12.5K | ﹤0.01% | 987 |
|
|
2020
Q2 | $74K | Hold |
835
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q1 | $67K | Sell |
835
-30
| -3% | -$2.53K | ﹤0.01% | 995 |
|
|
2019
Q4 | $65K | Buy |
865
+50
| +6% | +$3.88K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $78K | Hold |
815
| – | – | ﹤0.01% | 990 |
|
|
2019
Q2 | $100K | Hold |
815
| – | – | 0.01% | 909 |
|
|
2019
Q1 | $66K | Sell |
815
-698
| -46% | -$47.2K | ﹤0.01% | 1011 |
|
|
2018
Q4 | $69K | Buy |
1,513
+165
| +12% | +$7.57K | 0.01% | 964 |
|
|
2018
Q3 | $65K | Buy |
1,348
+100
| +8% | +$3.82K | ﹤0.01% | 1053 |
|
|
2018
Q2 | $45K | Buy |
1,248
+435
| +54% | +$14.9K | ﹤0.01% | 1092 |
|
|
2018
Q1 | $21K | Buy |
+813
| New | +$22.4K | ﹤0.01% | 1372 |
|
Other funds holding IIPR
VPM
VCM
