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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $546K | Buy |
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|
2024
Q4 | $146K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $284K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $199K | Buy |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $387K | Hold |
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|
2019
Q1 | $441K | Sell |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $449K | Buy |
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $329K | Sell |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $336K | Sell |
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|
2016
Q4 | $349K | Hold |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $452K | Buy |
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|
2016
Q1 | $424K | Buy |
|