Geneos Wealth Management’s VEREIT, Inc. VER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-19,089	Closed	-$878K	–	2935
2021 Q3	$878K	Sell	19,089 -727	-4%	-$35.3K	0.03%	416
2021 Q2	$920K	Sell	19,816 -49,419	-71%	-$2.24M	0.04%	384
2021 Q1	$3.31M	Sell	69,235 -2,546	-4%	-$95.3K	0.09%	219
2020 Q4	$2.66M	Buy	+71,781	New	+$2.55M	0.11%	200

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Geneos Wealth Management's VER Position: Q4 2021 in Review

Geneos Wealth Management sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 19,089 shares — an estimated $878K sold.

Geneos Wealth Management first reported a position in VER in Q4 2020 and held it in 4 quarters. The position peaked at $3.31M in Q1 2021. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Geneos Wealth Management reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 19,089 VEREIT, Inc. shares in Q4 2021, an estimated $878K.
Geneos Wealth Management first reported a position in VEREIT, Inc. in Q4 2020 and held it in 4 quarters.
Geneos Wealth Management's VEREIT, Inc. position peaked at $3.31M in Q1 2021.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.