Geneos Wealth Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $7.02K | Sell |
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|
2025
Q1 | $25.2K | Buy |
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|
2024
Q4 | $4.66K | Hold |
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|
2024
Q3 | $4.86K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $51K | Buy |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $44K | Buy |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $37K | Buy |
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|
2017
Q4 | $41K | Buy |
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $46K | Buy |
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|
2017
Q1 | $41K | Sell |
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|
2016
Q4 | $89K | Buy |
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|
2016
Q3 | $70K | Buy |
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|
2016
Q2 | $69K | Buy |
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|
2016
Q1 | $58K | Buy |
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