Geneos Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $299K | Hold |
|
|||||
|
2025
Q2 | $295K | Sell |
|
|||||
|
2025
Q1 | $563K | Buy |
|
|||||
|
2024
Q4 | $301K | Sell |
|
|||||
|
2024
Q3 | $331K | Sell |
|
|||||
|
2024
Q2 | $363K | Sell |
|
|||||
|
2024
Q1 | $420K | Sell |
|
|||||
|
2023
Q4 | $574K | Sell |
|
|||||
|
2023
Q3 | $636K | Sell |
|
|||||
|
2023
Q2 | $770K | Sell |
|
|||||
|
2023
Q1 | $892K | Sell |
|
|||||
|
2022
Q4 | $890K | Sell |
|
|||||
|
2022
Q3 | $901K | Buy |
|
|||||
|
2022
Q2 | $996K | Buy |
|
|||||
|
2022
Q1 | $1.01M | Sell |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $705K | Buy |
|
|||||
|
2021
Q2 | $453K | Buy |
|
|||||
|
2021
Q1 | $293K | Buy |
|
|||||
|
2020
Q4 | $263K | Buy |
|
|||||
|
2020
Q3 | $154K | Sell |
|
|||||
|
2020
Q2 | $224K | Sell |
|
|||||
|
2020
Q1 | $210K | Buy |
|
|||||
|
2019
Q4 | $241K | Buy |
|
|||||
|
2019
Q3 | $6K | Buy |
|