Geneos Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $965K | Sell |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $820K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $56.1K | Buy |
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|
2023
Q4 | $54K | Sell |
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|
2023
Q3 | $71.1K | Buy |
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|
2023
Q2 | $47.3K | Sell |
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|
2023
Q1 | $52.5K | Sell |
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|
2022
Q4 | $61.1K | Buy |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $905K | Buy |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $893K | Sell |
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|
2019
Q2 | $846K | Buy |
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|
2019
Q1 | $785K | Sell |
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|
2018
Q4 | $719K | Sell |
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|
2018
Q3 | $683K | Sell |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $608K | Sell |
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|
2017
Q4 | $717K | Buy |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $199K | Sell |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $331K | Sell |
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|
2016
Q1 | $328K | Buy |
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