Geneos Wealth Management’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.7K | Hold |
850
| – | – | ﹤0.01% | 1637 |
|
|
2026
Q1 | $31.6K | Hold |
850
| – | – | ﹤0.01% | 1606 |
|
|
2025
Q4 | $29.2K | Hold |
850
| – | – | ﹤0.01% | 1595 |
|
|
2025
Q3 | $31.3K | Sell |
850
-182
| -18% | -$6.49K | ﹤0.01% | 1552 |
|
|
2025
Q2 | $35.7K | Sell |
1,032
-52
| -5% | -$1.83K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $38.4K | Buy |
1,084
+199
| +22% | +$6.92K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $30.6K | Hold |
885
| – | – | ﹤0.01% | 1534 |
|
|
2024
Q3 | $32.5K | Buy |
885
+35
| +4% | +$1.27K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $29.3K | Hold |
850
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q1 | $27.6K | Hold |
850
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q4 | $27.3K | Hold |
850
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q3 | $27.3K | Hold |
850
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $28.1K | Hold |
850
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q1 | $29.9K | Hold |
850
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q4 | $30.2K | Hold |
850
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q3 | $31K | Sell |
850
-320
| -27% | -$13.3K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $45K | Hold |
1,170
| – | – | ﹤0.01% | 1327 |
|
|
2022
Q1 | $45K | Sell |
1,170
-200
| -15% | -$7.07K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $46K | Sell |
1,370
-800
| -37% | -$26.7K | ﹤0.01% | 1518 |
|
|
2021
Q3 | $70K | Hold |
2,170
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q2 | $83K | Hold |
2,170
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q1 | $92K | Hold |
2,170
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q4 | $92K | Sell |
2,170
-380
| -15% | -$14K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $85K | Buy |
2,550
+400
| +19% | +$14.8K | ﹤0.01% | 1012 |
|
|
2020
Q2 | $77K | Hold |
2,150
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $66K | Hold |
2,150
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q4 | $95K | Hold |
2,150
| – | – | 0.01% | 967 |
|
|
2019
Q3 | $110K | Hold |
2,150
| – | – | 0.01% | 860 |
|
|
2019
Q2 | $98K | Hold |
2,150
| – | – | 0.01% | 919 |
|
|
2019
Q1 | $98K | Hold |
2,150
| – | – | 0.01% | 871 |
|
|
2018
Q4 | $90K | Sell |
2,150
-45
| -2% | -$1.97K | 0.01% | 871 |
|
|
2018
Q3 | $96K | Buy |
2,195
+45
| +2% | +$1.97K | 0.01% | 897 |
|
|
2018
Q2 | $91K | Buy |
2,150
+800
| +59% | +$31.4K | 0.01% | 826 |
|
|
2018
Q1 | $51K | Buy |
1,350
+850
| +170% | +$33.4K | ﹤0.01% | 987 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q3 | $23K | Sell |
500
-200
| -29% | -$9.84K | ﹤0.01% | 1270 |
|
|
2017
Q2 | $35K | Hold |
700
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q1 | $33K | Hold |
700
| – | – | ﹤0.01% | 1048 |
|
|
2016
Q4 | $32K | Sell |
700
-984
| -58% | -$46.5K | ﹤0.01% | 1001 |
|
|
2016
Q3 | $87K | Hold |
1,684
| – | – | 0.01% | 636 |
|
|
2016
Q2 | $87K | Hold |
1,684
| – | – | 0.01% | 630 |
|
|
2016
Q1 | $76K | Buy |
+1,684
| New | +$74.3K | 0.01% | 659 |
|
Other funds holding LTC
CIM
Geneos Wealth Management's LTC Position: Q2 2026 in Review
Geneos Wealth Management held its LTC Properties (LTC) position steady in Q2 2026 at 850 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.
Geneos Wealth Management first reported a position in LTC in Q1 2016 and has held it in 42 quarters since. The position peaked at $110K in Q3 2019. 289 funds tracked by Wall St. Rank hold LTC as of Q2 2026.
- Geneos Wealth Management held 850 shares of LTC Properties worth $32.7K as of Q2 2026.
- Geneos Wealth Management left its LTC Properties share count unchanged in Q2 2026.
- LTC Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1637 holding.
- Geneos Wealth Management first reported a position in LTC Properties in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's LTC Properties position peaked at $110K in Q3 2019.
- 289 funds tracked by Wall St. Rank held LTC Properties as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.