Geneos Wealth Management’s LXP Industrial Trust LXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-600
| Closed | -$26.9K | – | 2517 |
|
|
2025
Q3 | $26.9K | Sell |
600
-125
| -17% | -$5.37K | ﹤0.01% | 1611 |
|
|
2025
Q2 | $29.9K | Buy |
725
+327
| +82% | +$13.5K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $17.2K | Sell |
398
-505
| -56% | -$21.7K | ﹤0.01% | 2021 |
|
|
2024
Q4 | $36.7K | Hold |
903
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q3 | $45.4K | Buy |
903
+98
| +12% | +$4.89K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $36.7K | Hold |
805
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q1 | $36.3K | Hold |
805
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q4 | $39.9K | Hold |
805
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q3 | $35.8K | Hold |
805
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q2 | $39.2K | Hold |
805
| – | – | ﹤0.01% | 1153 |
|
|
2023
Q1 | $41.5K | Hold |
805
| – | – | ﹤0.01% | 1130 |
|
|
2022
Q4 | $40.3K | Hold |
805
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q3 | $36K | Sell |
805
-440
| -35% | -$22.9K | ﹤0.01% | 1133 |
|
|
2022
Q2 | $67K | Sell |
1,245
-6
| -0.5% | -$361 | ﹤0.01% | 1161 |
|
|
2022
Q1 | $98K | Buy |
1,251
+4
| +0.3% | +$302 | ﹤0.01% | 1103 |
|
|
2021
Q4 | $97K | Hold |
1,247
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q3 | $80K | Hold |
1,247
| – | – | ﹤0.01% | 1263 |
|
|
2021
Q2 | $75K | Hold |
1,247
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q1 | $76K | Buy |
1,247
+2
| +0.2% | +$108 | ﹤0.01% | 1415 |
|
|
2020
Q4 | $71K | Sell |
1,245
-560
| -31% | -$29.5K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $94K | Hold |
1,805
| – | – | ﹤0.01% | 964 |
|
|
2020
Q2 | $93K | Hold |
1,805
| – | – | 0.01% | 947 |
|
|
2020
Q1 | $87K | Hold |
1,805
| – | – | 0.01% | 883 |
|
|
2019
Q4 | $95K | Hold |
1,805
| – | – | 0.01% | 968 |
|
|
2019
Q3 | $92K | Hold |
1,805
| – | – | 0.01% | 921 |
|
|
2019
Q2 | $84K | Sell |
1,805
-119
| -6% | -$5.49K | 0.01% | 968 |
|
|
2019
Q1 | $87K | Buy |
1,924
+40
| +2% | +$1.82K | 0.01% | 914 |
|
|
2018
Q4 | $76K | Buy |
1,884
+560
| +42% | +$23.1K | 0.01% | 926 |
|
|
2018
Q3 | $54K | Buy |
1,324
+890
| +205% | +$38.9K | ﹤0.01% | 1143 |
|
|
2018
Q2 | $18K | Hold |
434
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q1 | $17K | Hold |
434
| – | – | ﹤0.01% | 1457 |
|
|
2017
Q4 | $20K | Hold |
434
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q3 | $22K | Hold |
434
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q2 | $21K | Hold |
434
| – | – | ﹤0.01% | 1256 |
|
|
2017
Q1 | $21K | Sell |
434
-9
| -2% | -$480 | ﹤0.01% | 1218 |
|
|
2016
Q4 | $23K | Hold |
443
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q3 | $22K | Buy |
443
+9
| +2% | +$475 | ﹤0.01% | 1099 |
|
|
2016
Q2 | $22K | Hold |
434
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q1 | $18K | Buy |
+434
| New | +$16.7K | ﹤0.01% | 1127 |
|
Other funds holding LXP
LIMS
ACM
Geneos Wealth Management's LXP Position: Q4 2025 in Review
Geneos Wealth Management sold out of LXP Industrial Trust (LXP) in Q4 2025, closing a stake of 600 shares — an estimated $26.9K sold.
Geneos Wealth Management first reported a position in LXP in Q1 2016 and held it in 39 quarters. The position peaked at $98K in Q1 2022. 297 funds tracked by Wall St. Rank hold LXP as of Q4 2025.
- Geneos Wealth Management reported no remaining LXP Industrial Trust position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 600 LXP Industrial Trust shares in Q4 2025, an estimated $26.9K.
- Geneos Wealth Management first reported a position in LXP Industrial Trust in Q1 2016 and held it in 39 quarters.
- Geneos Wealth Management's LXP Industrial Trust position peaked at $98K in Q1 2022.
- 297 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.