GWM
MPT

Geneos Wealth Management’s Medical Properties Trust MPT Stock Holding History

Geneos Wealth Management’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.5K Hold
5,300
– – ﹤0.01% 1700
2025
Q4 		$26.5K Sell
5,300
-434
-8% -$2.26K ﹤0.01% 1626
2025
Q3 		$29.1K Sell
5,734
-1,437
-20% -$6.33K ﹤0.01% 1587
2025
Q2 		$30.9K Sell
7,171
-4,034
-36% -$19.9K ﹤0.01% 1818
2025
Q1 		$80.1K Buy
11,205
+7,509
+203% +$38K ﹤0.01% 1683
2024
Q4 		$14.6K Sell
3,696
-483
-12% -$2.16K ﹤0.01% 1882
2024
Q3 		$24.4K Buy
4,179
+1,066
+34% +$5.26K ﹤0.01% 1492
2024
Q2 		$13.4K Sell
3,113
-17
-0.5% -$81 ﹤0.01% 1467
2024
Q1 		$14.7K Sell
3,130
-5,329
-63% -$20.4K ﹤0.01% 1451
2023
Q4 		$41.5K Sell
8,459
-38,790
-82% -$190K ﹤0.01% 1120
2023
Q3 		$258K Buy
47,249
+2,982
+7% +$23.9K 0.01% 617
2023
Q2 		$410K Buy
44,267
+31,203
+239% +$264K 0.02% 500
2023
Q1 		$107K Sell
13,064
-10,093
-44% -$111K 0.01% 825
2022
Q4 		$258K Buy
23,157
+636
+3% +$7.39K 0.02% 574
2022
Q3 		$267K Sell
22,521
-2,501
-10% -$37.9K 0.02% 533
2022
Q2 		$391K Buy
25,022
+3,798
+18% +$68.3K 0.02% 566
2022
Q1 		$448K Buy
21,224
+1,840
+9% +$39.6K 0.02% 555
2021
Q4 		$458K Sell
19,384
-204
-1% -$4.37K 0.02% 605
2021
Q3 		$396K Buy
19,588
+1,310
+7% +$26.8K 0.02% 638
2021
Q2 		$376K Buy
18,278
+184
+1% +$3.94K 0.01% 634
2021
Q1 		$398K Buy
18,094
+96
+0.5% +$2.06K 0.01% 695
2020
Q4 		$382K Sell
17,998
-338
-2% -$6.59K 0.02% 617
2020
Q3 		$314K Buy
18,336
+100
+0.5% +$1.86K 0.02% 549
2020
Q2 		$332K Buy
18,236
+1,957
+12% +$34.7K 0.02% 516
2020
Q1 		$287K Sell
16,279
-1,188
-7% -$24.8K 0.02% 507
2019
Q4 		$361K Buy
17,467
+106
+0.6% +$2.15K 0.02% 516
2019
Q3 		$338K Buy
17,361
+1,744
+11% +$32K 0.02% 499
2019
Q2 		$272K Buy
15,617
+787
+5% +$14.2K 0.02% 576
2019
Q1 		$274K Sell
14,830
-1,102
-7% -$19.6K 0.02% 557
2018
Q4 		$255K Buy
15,932
+1,691
+12% +$26.8K 0.02% 524
2018
Q3 		$212K Buy
14,241
+2,600
+22% +$37.9K 0.01% 621
2018
Q2 		$163K Sell
11,641
-364
-3% -$4.82K 0.01% 616
2018
Q1 		$156K Sell
12,005
-600
-5% -$7.68K 0.01% 606
2017
Q4 		$173K Buy
12,605
+5,800
+85% +$78.4K 0.02% 581
2017
Q3 		$89K Sell
6,805
-440
-6% -$5.67K 0.01% 730
2017
Q2 		$93K Buy
7,245
+250
+4% +$3.33K 0.01% 704
2017
Q1 		$90K Buy
6,995
+1,270
+22% +$16.2K 0.01% 691
2016
Q4 		$70K Buy
5,725
+2,700
+89% +$34.9K 0.01% 716
2016
Q3 		$44K Buy
3,025
+400
+15% +$6.05K 0.01% 865
2016
Q2 		$39K Buy
2,625
+350
+15% +$4.95K 0.01% 895
2016
Q1 		$29K Buy
+2,275
New +$25.9K ﹤0.01% 976

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Geneos Wealth Management's MPT Position: Q1 2026 in Review

Geneos Wealth Management held its Medical Properties Trust (MPT) position steady in Q1 2026 at 5,300 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Geneos Wealth Management first reported a position in MPT in Q1 2016 and has held it in 41 quarters since. The position peaked at $458K in Q4 2021. 491 funds tracked by Wall St. Rank hold MPT as of Q1 2026.

  • Geneos Wealth Management held 5,300 shares of Medical Properties Trust worth $24.5K as of Q1 2026.
  • Geneos Wealth Management left its Medical Properties Trust share count unchanged in Q1 2026.
  • Medical Properties Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1700 holding.
  • Geneos Wealth Management first reported a position in Medical Properties Trust in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Medical Properties Trust position peaked at $458K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.