Geneos Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-27
| Closed | -$1.08K | – | 3156 |
|
|
2025
Q2 | $1.08K | Buy |
+27
| New | +$1.06K | ﹤0.01% | 2967 |
|
|
2024
Q4 | – | Sell |
-436
| Closed | -$19.9K | – | 2965 |
|
|
2024
Q3 | $19.9K | Hold |
436
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q2 | $17.1K | Hold |
436
| – | – | ﹤0.01% | 1388 |
|
|
2024
Q1 | $16K | Hold |
436
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q4 | $18.9K | Sell |
436
-1,163
| -73% | -$47.4K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $64.6K | Buy |
1,599
+4
| +0.3% | +$185 | ﹤0.01% | 1005 |
|
|
2023
Q2 | $75.9K | Buy |
1,595
+1,059
| +198% | +$48.7K | ﹤0.01% | 956 |
|
|
2023
Q1 | $25.8K | Sell |
536
-1,253
| -70% | -$64.7K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $85.4K | Buy |
1,789
+3
| +0.2% | +$145 | 0.01% | 873 |
|
|
2022
Q3 | $77K | Sell |
1,786
-1,349
| -43% | -$68.9K | 0.01% | 876 |
|
|
2022
Q2 | $169K | Buy |
3,135
+1,150
| +58% | +$60.8K | 0.01% | 809 |
|
|
2022
Q1 | $115K | Sell |
1,985
-100
| -5% | -$5.8K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $123K | Buy |
2,085
+336
| +19% | +$19.5K | ﹤0.01% | 1085 |
|
|
2021
Q3 | $99K | Sell |
1,749
-270
| -13% | -$15.9K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $123K | Hold |
2,019
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q1 | $135K | Hold |
2,019
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $141K | Sell |
2,019
-250
| -11% | -$15.2K | 0.01% | 984 |
|
|
2020
Q3 | $123K | Hold |
2,269
| – | – | 0.01% | 857 |
|
|
2020
Q2 | $166K | Hold |
2,269
| – | – | 0.01% | 723 |
|
|
2020
Q1 | $213K | Hold |
2,269
| – | – | 0.01% | 593 |
|
|
2019
Q4 | $261K | Hold |
2,269
| – | – | 0.01% | 598 |
|
|
2019
Q3 | $230K | Sell |
2,269
-417
| -16% | -$39.3K | 0.01% | 606 |
|
|
2019
Q2 | $228K | Hold |
2,686
| – | – | 0.01% | 619 |
|
|
2019
Q1 | $203K | Hold |
2,686
| – | – | 0.01% | 633 |
|
|
2018
Q4 | $165K | Sell |
2,686
-18
| -0.7% | -$1.22K | 0.01% | 660 |
|
|
2018
Q3 | $201K | Sell |
2,704
-430
| -14% | -$30.3K | 0.01% | 641 |
|
|
2018
Q2 | $200K | Hold |
3,134
| – | – | 0.02% | 570 |
|
|
2018
Q1 | $188K | Sell |
3,134
-350
| -10% | -$21.9K | 0.02% | 556 |
|
|
2017
Q4 | $261K | Sell |
3,484
-159
| -4% | -$11.9K | 0.02% | 464 |
|
|
2017
Q3 | $275K | Sell |
3,643
-524
| -13% | -$40.4K | 0.03% | 427 |
|
|
2017
Q2 | $331K | Buy |
4,167
+5
| +0.1% | +$361 | 0.03% | 376 |
|
|
2017
Q1 | $268K | Sell |
4,162
-99
| -2% | -$6.26K | 0.03% | 406 |
|
|
2016
Q4 | $279K | Sell |
4,261
-78
| -2% | -$4.69K | 0.04% | 383 |
|
|
2016
Q3 | $273K | Buy |
4,339
+7
| +0.2% | +$422 | 0.04% | 377 |
|
|
2016
Q2 | $247K | Buy |
4,332
+7
| +0.2% | +$386 | 0.04% | 394 |
|
|
2016
Q1 | $242K | Buy |
+4,325
| New | +$222K | 0.04% | 394 |
|
Other funds holding UHT
Geneos Wealth Management's UHT Position: Q3 2025 in Review
Geneos Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2025, closing a stake of 27 shares — an estimated $1.08K sold.
Geneos Wealth Management first reported a position in UHT in Q1 2016 and held it in 36 quarters. The position peaked at $331K in Q2 2017. 177 funds tracked by Wall St. Rank hold UHT as of Q3 2025.
- Geneos Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 27 Universal Health Realty Income Trust shares in Q3 2025, an estimated $1.08K.
- Geneos Wealth Management first reported a position in Universal Health Realty Income Trust in Q1 2016 and held it in 36 quarters.
- Geneos Wealth Management's Universal Health Realty Income Trust position peaked at $331K in Q2 2017.
- 177 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.