Geneos Wealth Management’s Independence Realty Trust IRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$563K Buy
2025
Q2
$583K Sell
2025
Q1
$1.25M Buy
2024
Q4
$510K Sell
2024
Q3
$589K Sell
2024
Q2
$550K Sell
2024
Q1
$618K Hold
2023
Q4
$586K Sell
2023
Q3
$559K Hold
2023
Q2
$724K Buy
2023
Q1
$633K Sell
2022
Q4
$685K Sell
2022
Q3
$681K Sell
2022
Q2
$3.27M Buy
2022
Q1
$3.65M Buy
2021
Q4
$2.96M Buy