Geneos Wealth Management’s STAG Industrial STAG Stock Holding History

Geneos Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.2K	Sell	700 -150	-18%	-$5.69K	﹤0.01%	1689
2025 Q4	$31.2K	Sell	850 -150	-15%	-$5.69K	﹤0.01%	1567
2025 Q3	$35.3K	Sell	1,000 -1,686	-63%	-$60.1K	﹤0.01%	1508
2025 Q2	$97.4K	Sell	2,686 -2,850	-51%	-$98.6K	﹤0.01%	1268
2025 Q1	$200K	Buy	5,536 +4,644	+521%	+$162K	﹤0.01%	1232
2024 Q4	$30.2K	Sell	892 -17	-2%	-$622	﹤0.01%	1537
2024 Q3	$35.5K	Sell	909 -191	-17%	-$7.49K	﹤0.01%	1320
2024 Q2	$39.7K	Sell	1,100 -31	-3%	-$1.1K	﹤0.01%	1147
2024 Q1	$43.5K	Buy	1,131 +31	+3%	+$1.18K	﹤0.01%	1114
2023 Q4	$43.2K	Sell	1,100 -85	-7%	-$3.02K	﹤0.01%	1111
2023 Q3	$40.9K	Hold	1,185	–	–	﹤0.01%	1134
2023 Q2	$42.5K	Buy	1,185 +85	+8%	+$2.94K	﹤0.01%	1121
2023 Q1	$37.2K	Sell	1,100 -85	-7%	-$2.9K	﹤0.01%	1164
2022 Q4	$38.3K	Hold	1,185	–	–	﹤0.01%	1144
2022 Q3	$33K	Buy	1,185 +85	+8%	+$2.68K	﹤0.01%	1176
2022 Q2	$34K	Hold	1,100	–	–	﹤0.01%	1453
2022 Q1	$45K	Hold	1,100	–	–	﹤0.01%	1438
2021 Q4	$52K	Hold	1,100	–	–	﹤0.01%	1460
2021 Q3	$43K	Hold	1,100	–	–	﹤0.01%	1563
2021 Q2	$41K	Sell	1,100 -54	-5%	-$1.97K	﹤0.01%	1583
2021 Q1	$42K	Buy	1,154 +400	+53%	+$12.8K	﹤0.01%	1724
2020 Q4	$23K	Buy	754 +53	+8%	+$1.66K	﹤0.01%	1828
2020 Q3	$21K	Buy	701 +1	+0.1%	+$32	﹤0.01%	1639
2020 Q2	$19K	Buy	+700	New	+$18.4K	﹤0.01%	1649
2019 Q1	–	Sell	-400	Closed	-$9K	–	2459
2018 Q4	$9K	Hold	400	–	–	﹤0.01%	1831
2018 Q3	$11K	Buy	+400	New	+$11.1K	﹤0.01%	1817
2018 Q1	–	Sell	-400	Closed	-$10K	–	2235
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	1641
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	1582
2017 Q2	$11K	Hold	400	–	–	﹤0.01%	1510
2017 Q1	$10K	Buy	400 +280	+233%	+$6.83K	﹤0.01%	1492
2016 Q4	$2K	Hold	120	–	–	﹤0.01%	1896
2016 Q3	$2K	Buy	+120	New	+$2.94K	﹤0.01%	1811