A detailed history of Geneos Wealth Management Inc. transactions in Sun Communities Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 115 shares of SUI stock, worth $14,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 73 57.53%
Holding current value
$14,406
Previous $8,000 87.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$117.46 - $147.6 $4,933 - $6,199
42 Added 57.53%
115 $15,000
Q2 2024

Jul 23, 2024

BUY
$111.32 - $128.2 $5,899 - $6,794
53 Added 265.0%
73 $8,000
Q4 2023

Jan 26, 2024

SELL
$102.97 - $136.22 $2,059 - $2,724
-20 Reduced 50.0%
20 $2,000
Q3 2023

Oct 11, 2023

BUY
$118.34 - $141.17 $2,366 - $2,823
20 Added 100.0%
40 $4,000
Q2 2023

Aug 08, 2023

BUY
$125.13 - $141.8 $2,502 - $2,836
20 New
20 $2,000
Q4 2022

Jan 30, 2023

BUY
$118.38 - $147.09 $2,367 - $2,941
20 New
20 $2,000
Q2 2020

Sep 07, 2021

SELL
$106.75 - $147.74 $2,882 - $3,988
-27 Closed
0 $0
Q4 2018

Sep 07, 2021

BUY
$95.6 - $108.32 $2,581 - $2,924
27 New
27 $2,000
Q1 2017

Sep 07, 2021

SELL
N/A
-52 Closed
0 $0
Q3 2016

Sep 07, 2021

BUY
N/A
52
52 $4,000

Others Institutions Holding SUI

About SUN COMMUNITIES INC


  • Ticker SUI
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 123,890,000
  • Market Cap $15.5B
  • Description
  • Sun Communities, Inc. is a REIT that, as of March 31, 2022, owned, operated, or had an interest in a portfolio of 603 developed MH, RV and marina properties comprising nearly 159,300 developed sites and over 45,700 wet slips and dry storage spaces in 39 states, Canada, Puerto Rico and the UK.
More about SUI
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