Geneos Wealth Management’s Service Properties Trust SVC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-128	Closed	-$1.53K	–	3108
2025 Q2	$1.53K	Sell	128 -231	-64%	-$2.5K	﹤0.01%	2882
2025 Q1	$14.1K	Buy	359 +293	+444%	+$3.97K	﹤0.01%	2465
2024 Q4	$841	Buy	66 +39	+144%	+$630	﹤0.01%	2808
2024 Q3	$611	Buy	+27	New	+$672	﹤0.01%	2527
2022 Q3	–	Sell	-399	Closed	-$10K	–	2531
2022 Q2	$10K	Hold	399	–	–	﹤0.01%	1959
2022 Q1	$17K	Hold	399	–	–	﹤0.01%	1886
2021 Q4	$17K	Sell	399 -32	-7%	-$1.63K	﹤0.01%	1977
2021 Q3	$24K	Sell	431 -80	-16%	-$4.55K	﹤0.01%	1827
2021 Q2	$32K	Sell	511 -52	-9%	-$3.23K	﹤0.01%	1688
2021 Q1	$34K	Sell	563 -25	-4%	-$1.5K	﹤0.01%	1821
2020 Q4	$33K	Sell	588 -700	-54%	-$35.6K	﹤0.01%	1667
2020 Q3	$48K	Hold	1,288	–	–	﹤0.01%	1274
2020 Q2	$42K	Hold	1,288	–	–	﹤0.01%	1286
2020 Q1	$45K	Sell	1,288 -298	-19%	-$26.7K	﹤0.01%	1160
2019 Q4	$192K	Buy	1,586 +248	+19%	+$30.2K	0.01%	713
2019 Q3	$171K	Buy	+1,338	New	+$166K	0.01%	706