Geneos Wealth Management’s LXP Industrial Trust LXP Stock Holding History

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

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	Sell	725 -470	-39%	-$19.3K	﹤0.01%	1830
2025 Q1	$51.7K	Buy	1,195 +292	+32%	+$12.5K	﹤0.01%	1910
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