Geneos Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Sell |
389
-2,589
| -87% | -$112K | ﹤0.01% | 2115 |
|
|
2025
Q1 | $127K | Buy |
2,978
+1,553
| +109% | +$66.2K | ﹤0.01% | 1434 |
|
|
2024
Q4 | $58.2K | Sell |
1,425
-1,715
| -55% | -$70.1K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $152K | Buy |
3,140
+1,619
| +106% | +$78.5K | 0.01% | 848 |
|
|
2024
Q2 | $64.8K | Hold |
1,521
| – | – | ﹤0.01% | 989 |
|
|
2024
Q1 | $65K | Sell |
1,521
-424
| -22% | -$18.1K | ﹤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% | +$23.8K | 0.01% | 875 |
|
|
2022
Q2 | $59K | Sell |
1,345
-1,291
| -49% | -$56.6K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $118K | Sell |
2,636
-275
| -9% | -$12.3K | 0.01% | 1019 |
|
|
2021
Q4 | $139K | Buy |
2,911
+625
| +27% | +$29.8K | 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% | -$9.25K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $110K | Buy |
3,986
+1,500
| +60% | +$41.4K | ﹤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% | -$4.64K | 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% | +$11.4K | 0.01% | 755 |
|
|
2018
Q4 | $114K | Sell |
2,368
-837
| -26% | -$40.3K | 0.01% | 797 |
|
|
2018
Q3 | $143K | Buy |
3,205
+941
| +42% | +$42K | 0.01% | 766 |
|
|
2018
Q2 | $99K | Sell |
2,264
-941
| -29% | -$41.1K | 0.01% | 789 |
|
|
2018
Q1 | $125K | Hold |
3,205
| – | – | 0.01% | 678 |
|
|
2017
Q4 | $138K | Sell |
3,205
-1,884
| -37% | -$81.1K | 0.01% | 645 |
|
|
2017
Q3 | $212K | Buy |
5,089
+784
| +18% | +$32.7K | 0.02% | 495 |
|
|
2017
Q2 | $168K | Buy |
4,305
+33
| +0.8% | +$1.29K | 0.02% | 543 |
|
|
2017
Q1 | $186K | Buy |
4,272
+848
| +25% | +$36.9K | 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% | +$10.3K | 0.01% | 591 |
|
|
2016
Q2 | $97K | Buy |
1,875
+92
| +5% | +$4.76K | 0.01% | 599 |
|
|
2016
Q1 | $82K | Buy |
+1,783
| New | +$82K | 0.01% | 644 |
|