Geneos Wealth Management Inc. Spirit Realty Capital, Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$32.35 - $44.43 $9,769 - $13,417	-302 Reduced 15.46%	1,652 $72,000
Q3 2023 Oct 11, 2023	BUY	$33.3 - $41.88 $19,214 - $24,164	577 Added 41.9%	1,954 $65,000
Q2 2023 Aug 08, 2023	BUY	$36.91 - $40.4 $4,466 - $4,888	121 Added 9.63%	1,377 $54,000
Q1 2023 Apr 25, 2023	SELL	$37.25 - $44.36 $12,702 - $15,126	-341 Reduced 21.35%	1,256 $50,000
Q4 2022 Jan 30, 2023	BUY	$34.72 - $42.09 $763 - $925	22 Added 1.4%	1,597 $63,000
Q3 2022 Nov 14, 2022	SELL	$24.95 - $44.34 $62,849 - $111,692	-2,519 Reduced 61.53%	1,575 $56,000
Q2 2022 Jul 22, 2022	BUY	$36.23 - $47.83 $4,238 - $5,596	117 Added 2.94%	4,094 $154,000
Q1 2022 May 16, 2022	SELL	$45.12 - $49.61 $24,409 - $26,839	-541 Reduced 11.97%	3,977 $183,000
Q4 2021 Feb 09, 2022	BUY	$43.68 - $49.96 $698 - $799	16 Added 0.36%	4,518 $217,000
Q3 2021 Nov 09, 2021	BUY	$46.04 - $52.22 $644 - $731	14 Added 0.31%	4,502 $213,000
Q2 2021 Jul 08, 2021	SELL	$43.45 - $50.92 $4,388 - $5,142	-101 Reduced 2.2%	4,488 $215,000
Q1 2021 Jun 17, 2021	BUY	$37.14 - $44.48 $594 - $711	16 Added 0.35%	4,589 $218,000
Q4 2020 May 19, 2021	SELL	$30.05 - $41.9 $7,843 - $10,935	-261 Reduced 5.4%	4,573 $191,000
Q3 2020 Sep 07, 2021	BUY	$31.68 - $37.51 $665 - $787	21 Added 0.44%	4,834 $164,000
Q2 2020 Sep 07, 2021	SELL	$22.25 - $39.94 $21,760 - $39,061	-978 Reduced 16.89%	4,813 $165,000
Q1 2020 Sep 07, 2021	SELL	$20.47 - $54.55 $4,012 - $10,691	-196 Reduced 3.27%	5,791 $159,000
Q4 2019 Sep 07, 2021	BUY	$47.8 - $53.05 $621 - $689	13 Added 0.22%	5,987 $294,000
Q3 2019 Sep 07, 2021	BUY	$42.35 - $48.87 $592 - $684	14 Added 0.23%	5,974 $285,000
Q2 2019 Sep 07, 2021	BUY	$39.37 - $45.14 $590 - $677	15 Added 0.25%	5,960 $254,000
Q1 2019 Sep 07, 2021	SELL	$34.63 - $40.47 $969 - $1,133	-28 Reduced 0.47%	5,945 $236,000
Q4 2018 Sep 07, 2021	BUY	$34.29 - $41.1 $204,814 - $245,490	5,973 New	5,973 $208,000

Others Institutions Holding SRC

# of Institutions

Shares Held

609K

Call Options Held

Put Options Held

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About SPIRIT REALTY CAPITAL, INC.

Ticker SRC
Exchange NYSE
Sector Real Estate
Industry REIT—Diversified
Shares Outstandng 136,342,000
Description
Spirit Realty Capital, Inc. (NYSE: SRC) is a premier net-lease REIT that primarily invests in single-tenant, operationally essential real estate assets, subject to long-term leases. As of September 30, 2020, our diverse portfolio of 1,778 owned properties, with an aggregate leasable area of 37.2 million square feet in 48 states, included retail,...

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