Geneos Wealth Management’s InvenTrust Properties IVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $692K | Buy |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.91M | Buy |
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