GWM
MNR

Geneos Wealth Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Geneos Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,496
Closed -$31K – 3086
2021
Q4 		$31K Buy
1,496
+13
+0.9% +$262 ﹤0.01% 1692
2021
Q3 		$28K Buy
1,483
+34
+2% +$644 ﹤0.01% 1763
2021
Q2 		$27K Sell
1,449
-169
-10% -$3.17K ﹤0.01% 1772
2021
Q1 		$29K Hold
1,618
– – ﹤0.01% 1899
2020
Q4 		$26K Sell
1,618
-988
-38% -$14.9K ﹤0.01% 1767
2020
Q3 		$35K Buy
2,606
+17
+0.7% +$242 ﹤0.01% 1405
2020
Q2 		$35K Buy
2,589
+18
+0.7% +$234 ﹤0.01% 1382
2020
Q1 		$29K Buy
2,571
+20
+0.8% +$277 ﹤0.01% 1368
2019
Q4 		$37K Buy
2,551
+16
+0.6% +$236 ﹤0.01% 1416
2019
Q3 		$36K Buy
2,535
+17
+0.7% +$233 ﹤0.01% 1344
2019
Q2 		$34K Buy
2,518
+17
+0.7% +$233 ﹤0.01% 1387
2019
Q1 		$32K Sell
2,501
-183
-7% -$2.43K ﹤0.01% 1367
2018
Q4 		$33K Buy
2,684
+16
+0.6% +$233 ﹤0.01% 1295
2018
Q3 		$44K Buy
2,668
+13
+0.5% +$219 ﹤0.01% 1240
2018
Q2 		$43K Buy
2,655
+15
+0.6% +$232 ﹤0.01% 1122
2018
Q1 		$39K Sell
2,640
-312
-11% -$4.89K ﹤0.01% 1119
2017
Q4 		$52K Buy
2,952
+12
+0.4% +$208 ﹤0.01% 986
2017
Q3 		$47K Buy
2,940
+12
+0.4% +$188 ﹤0.01% 981
2017
Q2 		$44K Buy
2,928
+13
+0.4% +$192 ﹤0.01% 975
2017
Q1 		$41K Sell
2,915
-885
-23% -$12.9K ﹤0.01% 968
2016
Q4 		$57K Sell
3,800
-387
-9% -$5.35K 0.01% 795
2016
Q3 		$59K Sell
4,187
-286
-6% -$3.97K 0.01% 754
2016
Q2 		$59K Sell
4,473
-285
-6% -$3.44K 0.01% 749
2016
Q1 		$56K Buy
+4,758
New +$51.3K 0.01% 767

Other funds holding MNR

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Geneos Wealth Management's MNR Position: Q1 2022 in Review

Geneos Wealth Management sold out of Monmouth Real Estate Investment Corp (MNR) in Q1 2022, closing a stake of 1,496 shares — an estimated $31K sold.

Geneos Wealth Management first reported a position in MNR in Q1 2016 and held it in 24 quarters. The position peaked at $59K in Q3 2016. 1 fund tracked by Wall St. Rank holds MNR as of Q1 2022.

  • Geneos Wealth Management reported no remaining Monmouth Real Estate Investment Corp position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,496 Monmouth Real Estate Investment Corp shares in Q1 2022, an estimated $31K.
  • Geneos Wealth Management first reported a position in Monmouth Real Estate Investment Corp in Q1 2016 and held it in 24 quarters.
  • Geneos Wealth Management's Monmouth Real Estate Investment Corp position peaked at $59K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.