Geneos Wealth Management’s Invitation Homes INVH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-261	Closed	-$8.56K	–	2822
2025 Q2	$8.56K	Sell	261 -261	-50%	-$8.76K	﹤0.01%	2380
2025 Q1	$18.2K	Buy	+522	New	+$16.9K	﹤0.01%	2362
2023 Q1	–	Sell	-90	Closed	-$2.66K	–	2072
2022 Q4	$2.66K	Hold	90	–	–	﹤0.01%	1839
2022 Q3	$3K	Buy	+90	New	+$3.34K	﹤0.01%	1787
2020 Q3	–	Sell	-100	Closed	-$2K	–	2665
2020 Q2	$2K	Sell	100 -450	-82%	-$11.3K	﹤0.01%	2357
2020 Q1	$11K	Hold	550	–	–	﹤0.01%	1771
2019 Q4	$16K	Hold	550	–	–	﹤0.01%	1784
2019 Q3	$16K	Buy	+550	New	+$15.5K	﹤0.01%	1707
2018 Q4	–	Sell	-66	Closed	-$1K	–	2434
2018 Q3	$1K	Buy	+66	New	+$1.54K	﹤0.01%	2349