A detailed history of Geneos Wealth Management Inc. transactions in Essex Property Trust, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 323 shares of ESS stock, worth $88,120. This represents 0.0% of its overall portfolio holdings.

Number of Shares
323
Previous 2 16050.0%
Holding current value
$88,120
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$272.82 - $272.82 $87,575 - $87,575
321 Added 16050.0%
323 $88,000
Q2 2024

Jul 23, 2024

SELL
$232.65 - $284.59 $930 - $1,138
-4 Reduced 66.67%
2 $0
Q1 2024

May 03, 2024

SELL
$225.59 - $249.87 $10,151 - $11,244
-45 Reduced 88.24%
6 $1,000
Q4 2023

Jan 26, 2024

BUY
$205.66 - $252.75 $411 - $505
2 Added 4.08%
51 $12,000
Q2 2023

Aug 08, 2023

SELL
$205.98 - $236.92 $1,853 - $2,132
-9 Reduced 15.52%
49 $11,000
Q1 2023

Apr 25, 2023

SELL
$196.17 - $239.22 $2,157 - $2,631
-11 Reduced 15.94%
58 $12,000
Q3 2022

Nov 14, 2022

BUY
$238.35 - $298.47 $16,446 - $20,594
69 New
69 $16,000
Q1 2022

May 16, 2022

SELL
$313.79 - $356.74 $1,568 - $1,783
-5 Closed
0 $0
Q2 2021

Jul 08, 2021

SELL
$275.8 - $315.4 $14,341 - $16,400
-52 Reduced 91.23%
5 $1,000
Q4 2020

May 19, 2021

BUY
$186.32 - $262.95 $10,620 - $14,988
57 New
57 $1,000
Q2 2019

Sep 07, 2021

SELL
$274.63 - $302.91 $14,280 - $15,751
-52 Closed
0 $0
Q1 2017

Sep 07, 2021

SELL
N/A
-2 Reduced 3.7%
52 $12,000
Q3 2016

Sep 07, 2021

BUY
N/A
2 Added 3.85%
54 $12,000
Q1 2016

Sep 07, 2021

BUY
N/A
52
52 $12,000

Others Institutions Holding ESS

About ESSEX PROPERTY TRUST, INC.


  • Ticker ESS
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 64,753,800
  • Market Cap $17.7B
  • Description
  • Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 246 apartment communities comprising approximately 60,000 apartment homes with...
More about ESS
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