A detailed history of Geneos Wealth Management Inc. transactions in Cube Smart stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 324 shares of CUBE stock, worth $15,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
324
Previous 300 8.0%
Holding current value
$15,658
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$43.74 - $54.55 $1,049 - $1,309
24 Added 8.0%
324 $17,000
Q4 2023

Jan 26, 2024

SELL
$33.28 - $47.43 $33,280 - $47,430
-1,000 Reduced 76.92%
300 $13,000
Q3 2023

Oct 11, 2023

SELL
$38.13 - $46.55 $38 - $46
-1 Reduced 0.08%
1,300 $49,000
Q2 2023

Aug 08, 2023

BUY
$43.38 - $48.48 $43,380 - $48,480
1,000 Added 332.23%
1,301 $58,000
Q1 2023

Apr 25, 2023

SELL
$38.98 - $48.65 $38,980 - $48,650
-1,000 Reduced 76.86%
301 $13,000
Q3 2022

Nov 14, 2022

SELL
$39.28 - $50.61 $11,391 - $14,676
-290 Reduced 18.23%
1,301 $52,000
Q1 2022

May 16, 2022

BUY
$47.94 - $54.82 $28,332 - $32,398
591 Added 59.1%
1,591 $82,000
Q4 2021

Feb 09, 2022

BUY
$48.03 - $57.02 $48,030 - $57,020
1,000 New
1,000 $56,000
Q4 2020

May 19, 2021

SELL
$31.24 - $34.87 $6,404 - $7,148
-205 Closed
0 $0
Q4 2018

Sep 07, 2021

SELL
$27.29 - $32.39 $2,401 - $2,850
-88 Reduced 30.03%
205 $5,000
Q3 2018

Sep 07, 2021

BUY
$28.34 - $32.97 $2,493 - $2,901
88 Added 42.93%
293 $8,000
Q1 2016

Sep 07, 2021

BUY
N/A
205
205 $6,000

Others Institutions Holding CUBE

About CubeSmart


  • Ticker CUBE
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 224,454,000
  • Market Cap $10.8B
  • Description
  • CubeSmart is a self-administered and self-managed real estate investment trust. The Company's self-storage properties are designed to offer affordable, easily accessible and secure storage space for residential and commercial customers. According to the 2020 Self-Storage Almanac, CubeSmart is one of the top three owners and operators of self-sto...
More about CUBE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.