Geneos Wealth Management Inc. Epr Properties Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Epr Properties stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 513 shares of EPR stock, worth $22,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares

513

Previous 504 1.79%

Holding current value

$22,361

Previous $21,000 19.05%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$41.26 - $49.58 $371 - $446	9 Added 1.79%	513 $25,000
Q2 2024 Jul 23, 2024	BUY	$39.76 - $43.26 $20,039 - $21,803	504 New	504 $21,000
Q1 2022 May 16, 2022	SELL	$42.56 - $56.0 $16,385 - $21,560	-385 Reduced 42.26%	526 $28,000
Q3 2021 Nov 09, 2021	SELL	$47.21 - $55.33 $5,145 - $6,030	-109 Reduced 10.69%	911 $47,000
Q2 2021 Jul 08, 2021	SELL	$45.38 - $55.03 $5,309 - $6,438	-117 Reduced 10.29%	1,020 $53,000
Q4 2020 May 19, 2021	SELL	$21.55 - $40.48 $12,305 - $23,114	-571 Reduced 33.43%	1,137 $49,000
Q3 2020 Sep 07, 2021	BUY	$26.62 - $34.42 $2,928 - $3,786	110 Added 6.88%	1,708 $45,000
Q2 2020 Sep 07, 2021	SELL	$19.8 - $44.0 $2,930 - $6,512	-148 Reduced 8.48%	1,598 $50,000
Q1 2020 Sep 07, 2021	SELL	$13.92 - $73.17 $10,105 - $53,121	-726 Reduced 29.37%	1,746 $42,000
Q4 2019 Sep 07, 2021	BUY	$67.95 - $79.51 $9,037 - $10,574	133 Added 5.69%	2,472 $173,000
Q3 2019 Sep 07, 2021	BUY	$73.14 - $79.45 $11,994 - $13,029	164 Added 7.54%	2,339 $179,000
Q2 2019 Sep 07, 2021	BUY	$74.31 - $80.28 $7,208 - $7,787	97 Added 4.67%	2,175 $162,000
Q1 2019 Sep 07, 2021	SELL	$63.12 - $77.47 $11,109 - $13,634	-176 Reduced 7.81%	2,078 $159,000
Q4 2018 Sep 07, 2021	BUY	$63.46 - $71.45 $20,687 - $23,292	326 Added 16.91%	2,254 $144,000
Q3 2018 Sep 07, 2021	BUY	$64.6 - $70.35 $2,777 - $3,025	43 Added 2.28%	1,928 $131,000
Q2 2018 Sep 07, 2021	SELL	$53.04 - $66.06 $8,751 - $10,899	-165 Reduced 8.05%	1,885 $122,000
Q1 2018 Sep 07, 2021	SELL	$53.18 - $64.49 $3,350 - $4,062	-63 Reduced 2.98%	2,050 $113,000
Q4 2017 Sep 07, 2021	SELL	$63.11 - $71.38 $66,076 - $74,734	-1,047 Reduced 33.13%	2,113 $138,000
Q3 2017 Sep 07, 2021	SELL	$67.08 - $72.68 $107,529 - $116,506	-1,603 Reduced 33.66%	3,160 $220,000
Q2 2017 Sep 07, 2021	BUY	N/A	4,763 New	4,763 $342,000
Q1 2017 Sep 07, 2021	SELL	N/A	-37 Closed	0 $0
Q3 2016 Sep 07, 2021	BUY	N/A	37	37 $2,000

Others Institutions Holding EPR

# of Institutions

385

Shares Held

51.8M

Call Options Held

276K

Put Options Held

375K

View Full List

About EPR PROPERTIES

Ticker EPR
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 75,014,704
Market Cap $3.27B
Description
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and ...

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Geneos Wealth Management Inc. Epr Properties Transaction History