Geneos Wealth Management’s Office Properties Income Trust OPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-950	Closed	-$950	–	3146
2024 Q4	$950	Buy	950 +500	+111%	+$771	﹤0.01%	2780
2024 Q3	$981	Hold	450	–	–	﹤0.01%	2451
2024 Q2	$918	Hold	450	–	–	﹤0.01%	1991
2024 Q1	$918	Buy	+450	New	+$1.55K	﹤0.01%	2041
2022 Q3	–	Sell	-234	Closed	-$4K	–	2417
2022 Q2	$4K	Sell	234 -194	-45%	-$4.2K	﹤0.01%	2267
2022 Q1	$11K	Buy	428 +6	+1%	+$153	﹤0.01%	2057
2021 Q4	$10K	Sell	422 -232	-35%	-$5.96K	﹤0.01%	2185
2021 Q3	$16K	Buy	654 +241	+58%	+$6.57K	﹤0.01%	2036
2021 Q2	$12K	Buy	413 +92	+29%	+$2.64K	﹤0.01%	2133
2021 Q1	$8K	Sell	321 -65	-17%	-$1.68K	﹤0.01%	2487
2020 Q4	$7K	Buy	386 +121	+46%	+$2.64K	﹤0.01%	2373
2020 Q3	$5K	Buy	265 +4	+2%	+$96	﹤0.01%	2186
2020 Q2	$6K	Buy	261 +5	+2%	+$130	﹤0.01%	2095
2020 Q1	$6K	Buy	256 +3	+1%	+$93	﹤0.01%	1991
2019 Q4	$8K	Buy	253 +3	+1%	+$96	﹤0.01%	2060
2019 Q3	$7K	Sell	250 -80	-24%	-$2.23K	﹤0.01%	2012
2019 Q2	$8K	Sell	330 -1,564	-83%	-$41.1K	﹤0.01%	1984
2019 Q1	$52K	Buy	+1,894	New	+$57.4K	﹤0.01%	1118

Other funds holding OPI