Geneos Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.8K | Sell |
358
-46
| -11% | -$8.77K | ﹤0.01% | 1315 |
|
|
2025
Q4 | $74.8K | Sell |
404
-133
| -25% | -$24.2K | ﹤0.01% | 1251 |
|
|
2025
Q3 | $101K | Sell |
537
-904
| -63% | -$156K | ﹤0.01% | 1120 |
|
|
2025
Q2 | $232K | Sell |
1,441
-1,846
| -56% | -$292K | 0.01% | 940 |
|
|
2025
Q1 | $546K | Buy |
3,287
+2,437
| +287% | +$426K | 0.01% | 864 |
|
|
2024
Q4 | $146K | Buy |
+850
| New | +$149K | 0.01% | 945 |
|
|
2022
Q1 | – | Sell |
-1,780
| Closed | -$284K | – | 2965 |
|
|
2021
Q4 | $284K | Sell |
1,780
-373
| -17% | -$56.9K | 0.01% | 745 |
|
|
2021
Q3 | $286K | Buy |
2,153
+4
| +0.2% | +$521 | 0.01% | 732 |
|
|
2021
Q2 | $278K | Sell |
2,149
-291
| -12% | -$36.2K | 0.01% | 722 |
|
|
2021
Q1 | $297K | Buy |
2,440
+3
| +0.1% | +$313 | 0.01% | 804 |
|
|
2020
Q4 | $206K | Buy |
2,437
+31
| +1% | +$2.37K | 0.01% | 818 |
|
|
2020
Q3 | $153K | Sell |
2,406
-823
| -25% | -$54K | 0.01% | 783 |
|
|
2020
Q2 | $199K | Buy |
3,229
+1,254
| +63% | +$78.7K | 0.01% | 668 |
|
|
2020
Q1 | $114K | Sell |
1,975
-604
| -23% | -$72.2K | 0.01% | 797 |
|
|
2019
Q4 | $380K | Sell |
2,579
-106
| -4% | -$15.9K | 0.02% | 502 |
|
|
2019
Q3 | $424K | Buy |
2,685
+261
| +11% | +$40.6K | 0.03% | 448 |
|
|
2019
Q2 | $387K | Hold |
2,424
| – | – | 0.02% | 482 |
|
|
2019
Q1 | $441K | Sell |
2,424
-362
| -13% | -$64.3K | 0.03% | 430 |
|
|
2018
Q4 | $468K | Buy |
2,786
+243
| +10% | +$43.4K | 0.03% | 392 |
|
|
2018
Q3 | $449K | Buy |
2,543
+760
| +43% | +$134K | 0.03% | 411 |
|
|
2018
Q2 | $303K | Sell |
1,783
-349
| -16% | -$55.5K | 0.02% | 443 |
|
|
2018
Q1 | $329K | Sell |
2,132
-532
| -20% | -$84.6K | 0.03% | 395 |
|
|
2017
Q4 | $457K | Sell |
2,664
-204
| -7% | -$33.1K | 0.04% | 336 |
|
|
2017
Q3 | $461K | Buy |
2,868
+1,213
| +73% | +$194K | 0.05% | 319 |
|
|
2017
Q2 | $267K | Sell |
1,655
-300
| -15% | -$48.8K | 0.03% | 424 |
|
|
2017
Q1 | $336K | Sell |
1,955
-13
| -0.7% | -$2.32K | 0.03% | 362 |
|
|
2016
Q4 | $349K | Hold |
1,968
| – | – | 0.05% | 331 |
|
|
2016
Q3 | $407K | Sell |
1,968
-115
| -6% | -$24.9K | 0.05% | 285 |
|
|
2016
Q2 | $452K | Buy |
2,083
+54
| +3% | +$11K | 0.07% | 262 |
|
|
2016
Q1 | $424K | Buy |
+2,029
| New | +$390K | 0.06% | 263 |
|
Other funds holding SPG
VPM
VCM
