GWM
LSI

Geneos Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Geneos Wealth Management’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,251
Closed -$299K – 2161
2023
Q2 		$299K Hold
2,251
– – 0.02% 590
2023
Q1 		$295K Hold
2,251
– – 0.02% 556
2022
Q4 		$222K Hold
2,251
– – 0.01% 601
2022
Q3 		$249K Hold
2,251
– – 0.02% 552
2022
Q2 		$260K Hold
2,251
– – 0.01% 659
2022
Q1 		$316K Hold
2,251
– – 0.01% 651
2021
Q4 		$344K Hold
2,251
– – 0.01% 691
2021
Q3 		$260K Hold
2,251
– – 0.01% 756
2021
Q2 		$245K Hold
2,251
– – 0.01% 771
2021
Q1 		$216K Sell
2,251
-1,126
-33% -$93.6K 0.01% 933
2020
Q4 		$194K Buy
3,377
+1,124
+50% +$85.6K 0.01% 838
2020
Q3 		$158K Hold
2,253
– – 0.01% 772
2020
Q2 		$137K Hold
2,253
– – 0.01% 786
2020
Q1 		$140K Hold
2,253
– – 0.01% 733
2019
Q4 		$161K Hold
2,253
– – 0.01% 781
2019
Q3 		$158K Hold
2,253
– – 0.01% 735
2019
Q2 		$142K Hold
2,253
– – 0.01% 789
2019
Q1 		$146K Buy
2,253
+288
+15% +$18.5K 0.01% 747
2018
Q4 		$121K Sell
1,965
-600
-23% -$38K 0.01% 775
2018
Q3 		$162K Buy
2,565
+757
+42% +$49.1K 0.01% 718
2018
Q2 		$117K Sell
1,808
-843
-32% -$50.9K 0.01% 733
2018
Q1 		$147K Sell
2,651
-301
-10% -$16.4K 0.01% 626
2017
Q4 		$175K Sell
2,952
-1,239
-30% -$71.2K 0.02% 577
2017
Q3 		$228K Buy
4,191
+691
+20% +$34.7K 0.02% 477
2017
Q2 		$172K Sell
3,500
-240
-6% -$12.5K 0.02% 535
2017
Q1 		$204K Buy
3,740
+728
+24% +$40.8K 0.02% 476
2016
Q4 		$171K Buy
3,012
+1,372
+84% +$76K 0.02% 490
2016
Q3 		$97K Buy
+1,640
New +$105K 0.01% 611

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Geneos Wealth Management's LSI Position: Q3 2023 in Review

Geneos Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,251 shares — an estimated $299K sold.

Geneos Wealth Management first reported a position in LSI in Q3 2016 and held it in 28 quarters. The position peaked at $344K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Geneos Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 2,251 Life Storage, Inc. shares in Q3 2023, an estimated $299K.
  • Geneos Wealth Management first reported a position in Life Storage, Inc. in Q3 2016 and held it in 28 quarters.
  • Geneos Wealth Management's Life Storage, Inc. position peaked at $344K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.