Geneos Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92.6K | Hold |
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|
2025
Q2 | $83.5K | Sell |
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|
2025
Q1 | $170K | Buy |
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|
2024
Q4 | $55.9K | Hold |
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|
2024
Q3 | $60.9K | Hold |
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|
2024
Q2 | $48.6K | Hold |
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|
2024
Q1 | $41.3K | Hold |
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|
2023
Q4 | $47.3K | Sell |
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|
2023
Q3 | $57.3K | Buy |
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|
2023
Q2 | $52K | Hold |
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|
2023
Q1 | $47.6K | Sell |
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|
2022
Q4 | $55.1K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $455K | Buy |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $854K | Buy |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $567K | Sell |
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|
2018
Q4 | $750K | Buy |
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|
2018
Q3 | $597K | Buy |
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|
2018
Q2 | $590K | Sell |
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|
2018
Q1 | $527K | Sell |
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|
2017
Q4 | $700K | Sell |
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|
2017
Q3 | $777K | Buy |
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|
2017
Q2 | $667K | Buy |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $560K | Sell |
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|
2016
Q3 | $666K | Sell |
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|
2016
Q2 | $1.16M | Sell |
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|
2016
Q1 | $1.3M | Buy |
|