Geneos Wealth Management Inc. Kite Realty Group Trust Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Kite Realty Group Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,829 shares of KRG stock, worth $248,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,829

Previous 9,122 7.75%

Holding current value

$248,083

Previous $204,000 27.94%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$21.76 - $26.86 $15,384 - $18,990	707 Added 7.75%	9,829 $261,000
Q2 2024 Jul 23, 2024	SELL	$19.92 - $22.38 $2,051 - $2,305	-103 Reduced 1.12%	9,122 $204,000
Q1 2024 May 03, 2024	BUY	$20.77 - $22.97 $23,594 - $26,093	1,136 Added 14.04%	9,225 $199,000
Q4 2023 Jan 26, 2024	BUY	$19.8 - $23.43 $2,653 - $3,139	134 Added 1.68%	8,089 $184,000
Q3 2023 Oct 11, 2023	BUY	$21.19 - $24.0 $296 - $336	14 Added 0.18%	7,955 $170,000
Q2 2023 Aug 08, 2023	SELL	$19.31 - $22.34 $47,193 - $54,598	-2,444 Reduced 23.53%	7,941 $177,000
Q1 2023 Apr 25, 2023	SELL	$18.92 - $22.73 $54,149 - $65,053	-2,862 Reduced 21.6%	10,385 $217,000
Q4 2022 Jan 30, 2023	BUY	$17.26 - $22.8 $759 - $1,003	44 Added 0.33%	13,247 $278,000
Q3 2022 Nov 14, 2022	SELL	$16.79 - $22.23 $342,986 - $454,114	-20,428 Reduced 60.74%	13,203 $227,000
Q2 2022 Jul 22, 2022	SELL	$17.13 - $22.96 $51,030 - $68,397	-2,979 Reduced 8.14%	33,631 $581,000
Q1 2022 May 16, 2022	SELL	$20.49 - $23.21 $14,240 - $16,130	-695 Reduced 1.86%	36,610 $833,000
Q4 2021 Feb 09, 2022	BUY	$19.55 - $22.52 $720,006 - $829,389	36,829 Added 7737.18%	37,305 $812,000
Q4 2018 Sep 07, 2021	SELL	$13.79 - $16.72 $965 - $1,170	-70 Reduced 12.82%	476 $6,000
Q3 2018 Sep 07, 2021	BUY	$16.18 - $17.66 $1,132 - $1,236	70 Added 14.71%	546 $9,000
Q4 2017 Sep 07, 2021	SELL	$18.56 - $20.5 $27,394 - $30,258	-1,476 Reduced 75.61%	476 $9,000
Q3 2017 Sep 07, 2021	BUY	$19.6 - $21.11 $254 - $274	13 Added 0.67%	1,952 $39,000
Q2 2017 Sep 07, 2021	BUY	N/A	12 Added 0.62%	1,939 $36,000
Q1 2017 Sep 07, 2021	SELL	N/A	-56 Reduced 2.82%	1,927 $41,000
Q4 2016 Sep 07, 2021	BUY	N/A	8 Added 0.41%	1,983 $46,000
Q3 2016 Sep 07, 2021	BUY	N/A	76 Added 4.0%	1,975 $54,000
Q2 2016 Sep 07, 2021	SELL	N/A	-24,772 Reduced 92.88%	1,899 $53,000
Q1 2016 Sep 07, 2021	BUY	N/A	26,671	26,671 $744,000

Others Institutions Holding KRG

# of Institutions

368

Shares Held

201M

Call Options Held

21.6K

Put Options Held

21.7K

View Full List

About KITE REALTY GROUP TRUST

Ticker KRG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 219,114,000
Market Cap $5.53B
Description
Kite Realty Group Trust is a full-service, vertically integrated real estate investment trust (REIT) that provides communities with convenient and beneficial shopping experiences. We connect consumers to retailers in desirable markets through our portfolio of neighborhood, community, and lifestyle centers. Using operational, development, and red...

More about KRG

Track This Portfolio

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.

Account

Geneos Wealth Management Inc. Kite Realty Group Trust Transaction History