GWM
RPT

Geneos Wealth Management’s RPT Realty Common Shares of Beneficial Interest (MD) RPT Stock Holding History

Geneos Wealth Management’s Portfolio RPT Stock Details RPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-86
Closed -$1K – 2636
2019
Q4 		$1K Hold
86
– – ﹤0.01% 2521
2019
Q3 		$1K Hold
86
– – ﹤0.01% 2461
2019
Q2 		$1K Hold
86
– – ﹤0.01% 2462
2019
Q1 		$1K Hold
86
– – ﹤0.01% 2375
2018
Q4 		$1K Buy
+86
New +$1K ﹤0.01% 2352