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Geneos Wealth Management’s Presidio Property Trust SQFT Stock Holding History

Geneos Wealth Management’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-263
Closed -$1.84K – 2615
2024
Q2 		$1.84K Buy
+263
New +$2.3K ﹤0.01% 1903
2024
Q1 		– Sell
-263
Closed -$2.7K – 2215
2023
Q4 		$2.7K Hold
263
– – ﹤0.01% 1863
2023
Q3 		$2.1K Hold
263
– – ﹤0.01% 1927
2023
Q2 		$2.36K Hold
263
– – ﹤0.01% 1906
2023
Q1 		$2.7K Buy
+263
New +$2.9K ﹤0.01% 1855
2021
Q4 		– Sell
-655
Closed -$24K – 2870
2021
Q3 		$24K Hold
655
– – ﹤0.01% 1826
2021
Q2 		$27K Hold
655
– – ﹤0.01% 1766
2021
Q1 		$22K Buy
+655
New +$24.6K ﹤0.01% 2039

Other funds holding SQFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's SQFT Position: Q3 2024 in Review

Geneos Wealth Management sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 263 shares — an estimated $1.84K sold.

Geneos Wealth Management first reported a position in SQFT in Q1 2021 and held it in 8 quarters. The position peaked at $27K in Q2 2021. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

  • Geneos Wealth Management reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 263 Presidio Property Trust shares in Q3 2024, an estimated $1.84K.
  • Geneos Wealth Management first reported a position in Presidio Property Trust in Q1 2021 and held it in 8 quarters.
  • Geneos Wealth Management's Presidio Property Trust position peaked at $27K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.