Geneos Wealth Management’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-281
| Closed | -$6.14K | – | 2512 |
|
|
2025
Q3 | $6.14K | Hold |
281
| – | – | ﹤0.01% | 2094 |
|
|
2025
Q2 | $5.91K | Sell |
281
-2,575
| -90% | -$53.4K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $60.7K | Buy |
+2,856
| New | +$62.3K | ﹤0.01% | 1391 |
|
|
2024
Q1 | – | Sell |
-3,419
| Closed | -$72.9K | – | 2184 |
|
|
2023
Q4 | $72.9K | Hold |
3,419
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $60.1K | Hold |
3,419
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q2 | $67.4K | Hold |
3,419
| – | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $66.8K | Buy |
3,419
+2,856
| +507% | +$58.8K | ﹤0.01% | 980 |
|
|
2022
Q4 | $11.9K | Hold |
563
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q3 | $10K | Sell |
563
-6,570
| -92% | -$139K | ﹤0.01% | 1514 |
|
|
2022
Q2 | $144K | Hold |
7,133
| – | – | 0.01% | 871 |
|
|
2022
Q1 | $176K | Hold |
7,133
| – | – | 0.01% | 855 |
|
|
2021
Q4 | $175K | Hold |
7,133
| – | – | 0.01% | 925 |
|
|
2021
Q3 | $155K | Buy |
+7,133
| New | +$152K | 0.01% | 970 |
|
|
2021
Q2 | – | Sell |
-502
| Closed | -$10K | – | 2993 |
|
|
2021
Q1 | $10K | Buy |
502
+2
| +0.4% | +$35 | ﹤0.01% | 2383 |
|
|
2020
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 2257 |
|
|
2020
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2176 |
|
|
2020
Q2 | $6K | Sell |
500
-516
| -51% | -$5.74K | ﹤0.01% | 2087 |
|
|
2020
Q1 | $10K | Sell |
1,016
-373
| -27% | -$6.41K | ﹤0.01% | 1818 |
|
|
2019
Q4 | $28K | Sell |
1,389
-6,249
| -82% | -$131K | ﹤0.01% | 1539 |
|
|
2019
Q3 | $159K | Buy |
7,638
+461
| +6% | +$8.77K | 0.01% | 730 |
|
|
2019
Q2 | $132K | Buy |
7,177
+241
| +3% | +$4.36K | 0.01% | 810 |
|
|
2019
Q1 | $128K | Sell |
6,936
-1,171
| -14% | -$20.1K | 0.01% | 777 |
|
|
2018
Q4 | $121K | Buy |
8,107
+5,880
| +264% | +$92.3K | 0.01% | 772 |
|
|
2018
Q3 | $37K | Buy |
2,227
+398
| +22% | +$6.68K | ﹤0.01% | 1306 |
|
|
2018
Q2 | $31K | Buy |
1,829
+7
| +0.4% | +$106 | ﹤0.01% | 1270 |
|
|
2018
Q1 | $26K | Buy |
1,822
+6
| +0.3% | +$92 | ﹤0.01% | 1278 |
|
|
2017
Q4 | $32K | Sell |
1,816
-145
| -7% | -$2.71K | ﹤0.01% | 1200 |
|
|
2017
Q3 | $38K | Buy |
1,961
+5
| +0.3% | +$98 | ﹤0.01% | 1083 |
|
|
2017
Q2 | $35K | Buy |
1,956
+4
| +0.2% | +$78 | ﹤0.01% | 1074 |
|
|
2017
Q1 | $43K | Sell |
1,952
-147
| -7% | -$3.53K | ﹤0.01% | 944 |
|
|
2016
Q4 | $52K | Buy |
2,099
+3
| +0.1% | +$79 | 0.01% | 823 |
|
|
2016
Q3 | $60K | Sell |
2,096
-29
| -1% | -$883 | 0.01% | 751 |
|
|
2016
Q2 | $66K | Buy |
2,125
+3
| +0.1% | +$86 | 0.01% | 707 |
|
|
2016
Q1 | $60K | Buy |
+2,122
| New | +$57.3K | 0.01% | 747 |
|
Other funds holding KIM
CIM
AAMU
Geneos Wealth Management's KIM Position: Q4 2025 in Review
Geneos Wealth Management sold out of Kimco Realty (KIM) in Q4 2025, closing a stake of 281 shares — an estimated $6.14K sold.
Geneos Wealth Management first reported a position in KIM in Q1 2016 and held it in 34 quarters. The position peaked at $176K in Q1 2022. 606 funds tracked by Wall St. Rank hold KIM as of Q4 2025.
- Geneos Wealth Management reported no remaining Kimco Realty position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 281 Kimco Realty shares in Q4 2025, an estimated $6.14K.
- Geneos Wealth Management first reported a position in Kimco Realty in Q1 2016 and held it in 34 quarters.
- Geneos Wealth Management's Kimco Realty position peaked at $176K in Q1 2022.
- 606 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.