Geneos Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-389
| Closed | -$16.8K | – | 2947 |
|
|
2025
Q2 | $16.8K | Sell |
389
-1,100
| -74% | -$45.7K | ﹤0.01% | 2115 |
|
|
2025
Q1 | $63.5K | Buy |
1,489
+64
| +4% | +$2.61K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $58.2K | Sell |
1,425
-1,715
| -55% | -$75.9K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $152K | Buy |
3,140
+1,619
| +106% | +$74.9K | 0.01% | 848 |
|
|
2024
Q2 | $64.8K | Hold |
1,521
| – | – | ﹤0.01% | 989 |
|
|
2024
Q1 | $65K | Sell |
1,521
-424
| -22% | -$17.6K | ﹤0.01% | 978 |
|
|
2023
Q4 | $83.8K | Hold |
1,945
| – | – | ﹤0.01% | 889 |
|
|
2023
Q3 | $68.7K | Hold |
1,945
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $83.2K | Hold |
1,945
| – | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $85.9K | Hold |
1,945
| – | – | 0.01% | 890 |
|
|
2022
Q4 | $89K | Hold |
1,945
| – | – | 0.01% | 860 |
|
|
2022
Q3 | $77K | Buy |
1,945
+600
| +45% | +$27.1K | 0.01% | 875 |
|
|
2022
Q2 | $59K | Sell |
1,345
-1,291
| -49% | -$56.8K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $118K | Sell |
2,636
-275
| -9% | -$12.1K | 0.01% | 1019 |
|
|
2021
Q4 | $139K | Buy |
2,911
+625
| +27% | +$28.7K | 0.01% | 1045 |
|
|
2021
Q3 | $101K | Hold |
2,286
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q2 | $107K | Sell |
2,286
-1,500
| -40% | -$70.2K | ﹤0.01% | 1139 |
|
|
2021
Q1 | $175K | Sell |
3,786
-200
| -5% | -$8.38K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $110K | Buy |
3,986
+1,500
| +60% | +$56.5K | ﹤0.01% | 1104 |
|
|
2020
Q3 | $85K | Hold |
2,486
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q2 | $85K | Hold |
2,486
| – | – | ﹤0.01% | 990 |
|
|
2020
Q1 | $85K | Hold |
2,486
| – | – | 0.01% | 896 |
|
|
2019
Q4 | $131K | Sell |
2,486
-88
| -3% | -$4.89K | 0.01% | 846 |
|
|
2019
Q3 | $145K | Hold |
2,574
| – | – | 0.01% | 762 |
|
|
2019
Q2 | $136K | Hold |
2,574
| – | – | 0.01% | 798 |
|
|
2019
Q1 | $142K | Buy |
2,574
+206
| +9% | +$10.7K | 0.01% | 755 |
|
|
2018
Q4 | $114K | Sell |
2,368
-837
| -26% | -$39.9K | 0.01% | 797 |
|
|
2018
Q3 | $143K | Buy |
3,205
+941
| +42% | +$42.3K | 0.01% | 766 |
|
|
2018
Q2 | $99K | Sell |
2,264
-941
| -29% | -$37.9K | 0.01% | 789 |
|
|
2018
Q1 | $125K | Hold |
3,205
| – | – | 0.01% | 678 |
|
|
2017
Q4 | $138K | Sell |
3,205
-1,884
| -37% | -$79.1K | 0.01% | 645 |
|
|
2017
Q3 | $212K | Buy |
5,089
+784
| +18% | +$32K | 0.02% | 495 |
|
|
2017
Q2 | $168K | Buy |
4,305
+33
| +0.8% | +$1.33K | 0.02% | 543 |
|
|
2017
Q1 | $186K | Buy |
4,272
+848
| +25% | +$37.5K | 0.02% | 502 |
|
|
2016
Q4 | $151K | Buy |
3,424
+1,346
| +65% | +$59.4K | 0.02% | 520 |
|
|
2016
Q3 | $105K | Buy |
2,078
+203
| +11% | +$10.4K | 0.01% | 591 |
|
|
2016
Q2 | $97K | Buy |
1,875
+92
| +5% | +$4.27K | 0.01% | 599 |
|
|
2016
Q1 | $82K | Buy |
+1,783
| New | +$77.4K | 0.01% | 644 |
|
Other funds holding NNN
RIM
Geneos Wealth Management's NNN Position: Q3 2025 in Review
Geneos Wealth Management sold out of NNN REIT (NNN) in Q3 2025, closing a stake of 389 shares — an estimated $16.8K sold.
Geneos Wealth Management first reported a position in NNN in Q1 2016 and held it in 38 quarters. The position peaked at $212K in Q3 2017. 506 funds tracked by Wall St. Rank hold NNN as of Q3 2025.
- Geneos Wealth Management reported no remaining NNN REIT position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 389 NNN REIT shares in Q3 2025, an estimated $16.8K.
- Geneos Wealth Management first reported a position in NNN REIT in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's NNN REIT position peaked at $212K in Q3 2017.
- 506 funds tracked by Wall St. Rank held NNN REIT as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.