Geneos Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
7,074
-7,771
| -52% | -$1.19M | 0.03% | 514 |
|
|
2025
Q1 | $2.27M | Buy |
14,845
+8,337
| +128% | +$1.28M | 0.03% | 458 |
|
|
2024
Q4 | $820K | Sell |
6,508
-319
| -5% | -$40.2K | 0.03% | 465 |
|
|
2024
Q3 | $874K | Sell |
6,827
-128
| -2% | -$16.4K | 0.03% | 438 |
|
|
2024
Q2 | $725K | Buy |
6,955
+6,355
| +1,059% | +$663K | 0.03% | 416 |
|
|
2024
Q1 | $56.1K | Buy |
600
+1
| +0.2% | +$93 | ﹤0.01% | 1025 |
|
|
2023
Q4 | $54K | Sell |
599
-269
| -31% | -$24.3K | ﹤0.01% | 1031 |
|
|
2023
Q3 | $71.1K | Buy |
868
+283
| +48% | +$23.2K | ﹤0.01% | 973 |
|
|
2023
Q2 | $47.3K | Sell |
585
-148
| -20% | -$12K | ﹤0.01% | 1095 |
|
|
2023
Q1 | $52.5K | Sell |
733
-199
| -21% | -$14.3K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $61.1K | Buy |
932
+1
| +0.1% | +$66 | ﹤0.01% | 979 |
|
|
2022
Q3 | $59K | Sell |
931
-204
| -18% | -$12.9K | ﹤0.01% | 978 |
|
|
2022
Q2 | $94K | Sell |
1,135
-171
| -13% | -$14.2K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $125K | Sell |
1,306
-4,919
| -79% | -$471K | 0.01% | 998 |
|
|
2021
Q4 | $533K | Sell |
6,225
-447
| -7% | -$38.3K | 0.02% | 560 |
|
|
2021
Q3 | $559K | Sell |
6,672
-231
| -3% | -$19.4K | 0.02% | 537 |
|
|
2021
Q2 | $586K | Sell |
6,903
-3,485
| -34% | -$296K | 0.02% | 526 |
|
|
2021
Q1 | $779K | Sell |
10,388
-2,442
| -19% | -$183K | 0.02% | 503 |
|
|
2020
Q4 | $905K | Buy |
12,830
+4,786
| +59% | +$338K | 0.04% | 375 |
|
|
2020
Q3 | $428K | Buy |
8,044
+4
| +0% | +$213 | 0.02% | 470 |
|
|
2020
Q2 | $399K | Sell |
8,040
-542
| -6% | -$26.9K | 0.02% | 461 |
|
|
2020
Q1 | $426K | Sell |
8,582
-303
| -3% | -$15K | 0.03% | 404 |
|
|
2019
Q4 | $719K | Sell |
8,885
-1,005
| -10% | -$81.3K | 0.04% | 361 |
|
|
2019
Q3 | $893K | Sell |
9,890
-496
| -5% | -$44.8K | 0.05% | 294 |
|
|
2019
Q2 | $846K | Buy |
10,386
+261
| +3% | +$21.3K | 0.05% | 307 |
|
|
2019
Q1 | $785K | Sell |
10,125
-252
| -2% | -$19.5K | 0.05% | 314 |
|
|
2018
Q4 | $719K | Sell |
10,377
-246
| -2% | -$17K | 0.05% | 309 |
|
|
2018
Q3 | $683K | Sell |
10,623
-544
| -5% | -$35K | 0.05% | 325 |
|
|
2018
Q2 | $700K | Sell |
11,167
-17
| -0.2% | -$1.07K | 0.05% | 274 |
|
|
2018
Q1 | $608K | Sell |
11,184
-62
| -0.6% | -$3.37K | 0.05% | 274 |
|
|
2017
Q4 | $717K | Buy |
11,246
+1,439
| +15% | +$91.7K | 0.06% | 263 |
|
|
2017
Q3 | $689K | Buy |
9,807
+7,972
| +434% | +$560K | 0.07% | 248 |
|
|
2017
Q2 | $137K | Sell |
1,835
-980
| -35% | -$73.2K | 0.01% | 602 |
|
|
2017
Q1 | $199K | Sell |
2,815
-691
| -20% | -$48.8K | 0.02% | 482 |
|
|
2016
Q4 | $234K | Sell |
3,506
-946
| -21% | -$63.1K | 0.03% | 425 |
|
|
2016
Q3 | $332K | Buy |
4,452
+106
| +2% | +$7.91K | 0.04% | 331 |
|
|
2016
Q2 | $331K | Sell |
4,346
-396
| -8% | -$30.2K | 0.05% | 319 |
|
|
2016
Q1 | $328K | Buy |
+4,742
| New | +$328K | 0.05% | 317 |
|