Geneos Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Geneos Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$909K	Buy	9,617 +4,342	+82%	+$422K	0.02%	530
2025 Q4	$495K	Hold	5,275	–	–	0.01%	667
2025 Q3	$512K	Hold	5,275	–	–	0.01%	642
2025 Q2	$500K	Sell	5,275 -5,775	-52%	-$539K	0.01%	708
2025 Q1	$1.06M	Buy	11,050 +6,400	+138%	+$609K	0.02%	644
2024 Q4	$433K	Sell	4,650 -518	-10%	-$51.1K	0.02%	625
2024 Q3	$526K	Hold	5,168	–	–	0.02%	552
2024 Q2	$453K	Sell	5,168 -54,094	-91%	-$4.64M	0.02%	514
2024 Q1	$5.33M	Buy	59,262 +2,923	+5%	+$258K	0.24%	99
2023 Q4	$5.15M	Buy	56,339 +281	+0.5%	+$23K	0.25%	97
2023 Q3	$4.38M	Buy	56,058 +1,147	+2%	+$97.8K	0.23%	116
2023 Q2	$4.75M	Buy	54,911 +1,006	+2%	+$84.5K	0.25%	110
2023 Q1	$4.58M	Buy	53,905 +963	+2%	+$84.2K	0.28%	92
2022 Q4	$4.46M	Buy	52,942 +2,377	+5%	+$200K	0.27%	100
2022 Q3	$4.12M	Buy	50,565 +3,150	+7%	+$298K	0.28%	83
2022 Q2	$4.44M	Sell	47,415 -4,470	-9%	-$446K	0.22%	110
2022 Q1	$5.62M	Buy	51,885 +908	+2%	+$95.8K	0.24%	96
2021 Q4	$5.92M	Buy	50,977 +1,820	+4%	+$199K	0.23%	102
2021 Q3	$5.1M	Buy	49,157 +1,640	+3%	+$175K	0.2%	121
2021 Q2	$4.88M	Buy	47,517 +65	+0.1%	+$6.45K	0.19%	124
2021 Q1	$4.71M	Buy	47,452 +512	+1%	+$44.9K	0.13%	183
2020 Q4	$4.35M	Buy	46,940 +3,869	+9%	+$322K	0.17%	140
2020 Q3	$3.38M	Buy	43,071 +1,820	+4%	+$147K	0.18%	137
2020 Q2	$3.15M	Buy	41,251 +1,386	+3%	+$105K	0.18%	132
2020 Q1	$2.8M	Buy	39,865 +1,732	+5%	+$153K	0.19%	124
2019 Q4	$3.53M	Buy	38,133 +733	+2%	+$68K	0.19%	137
2019 Q3	$3.48M	Buy	37,400 +3,348	+10%	+$305K	0.21%	122
2019 Q2	$2.97M	Buy	34,052 +50	+0.1%	+$4.38K	0.18%	138
2019 Q1	$2.96M	Buy	34,002 +3,376	+11%	+$279K	0.2%	141
2018 Q4	$2.29M	Buy	30,626 +2,187	+8%	+$172K	0.17%	154
2018 Q3	$2.27M	Buy	28,439 +4,237	+18%	+$345K	0.15%	161
2018 Q2	$1.95M	Buy	24,202 +2,755	+13%	+$212K	0.15%	148
2018 Q1	$1.62M	Buy	21,447 +5,503	+35%	+$418K	0.14%	148
2017 Q4	$1.29M	Buy	15,944 +6,026	+61%	+$489K	0.12%	175
2017 Q3	$792K	Buy	9,918 +2,292	+30%	+$184K	0.08%	229
2017 Q2	$608K	Buy	7,626 +96	+1%	+$7.64K	0.06%	259
2017 Q1	$591K	Sell	7,530 -89	-1%	-$6.95K	0.06%	244
2016 Q4	$586K	Sell	7,619 -135	-2%	-$10.3K	0.08%	221
2016 Q3	$625K	Sell	7,754 -12	-0.2%	-$994	0.08%	213
2016 Q2	$639K	Buy	7,766 +8	+0.1%	+$627	0.09%	203
2016 Q1	$604K	Buy	+7,758	New	+$563K	0.09%	209