Geneos Wealth Management Inc. Universal Health Realty Income Trust Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Universal Health Realty Income Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 27 shares of UHT stock, worth $970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$970

% of portfolio

0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$36.71 - $41.51 $991 - $1,120	27 New	27 $1,000
Q4 2023 Jan 26, 2024	SELL	$37.52 - $45.32 $43,635 - $52,707	-1,163 Reduced 72.73%	436 $18,000
Q3 2023 Oct 11, 2023	BUY	$40.14 - $49.17 $160 - $196	4 Added 0.25%	1,599 $64,000
Q2 2023 Aug 08, 2023	BUY	$42.58 - $49.59 $45,092 - $52,515	1,059 Added 197.57%	1,595 $75,000
Q1 2023 Apr 25, 2023	SELL	$46.37 - $57.45 $58,101 - $71,984	-1,253 Reduced 70.04%	536 $25,000
Q4 2022 Jan 30, 2023	BUY	$41.42 - $53.77 $124 - $161	3 Added 0.17%	1,789 $85,000
Q3 2022 Nov 14, 2022	SELL	$41.31 - $56.35 $55,727 - $76,016	-1,349 Reduced 43.03%	1,786 $77,000
Q2 2022 Jul 22, 2022	BUY	$47.86 - $58.97 $55,039 - $67,815	1,150 Added 57.93%	3,135 $166,000
Q1 2022 May 16, 2022	SELL	$55.51 - $60.78 $5,551 - $6,078	-100 Reduced 4.8%	1,985 $115,000
Q4 2021 Feb 09, 2022	BUY	$55.23 - $60.18 $18,557 - $20,220	336 Added 19.21%	2,085 $123,000
Q3 2021 Nov 09, 2021	SELL	$55.27 - $62.49 $14,922 - $16,872	-270 Reduced 13.37%	1,749 $99,000
Q4 2020 May 19, 2021	SELL	$52.51 - $71.88 $13,127 - $17,970	-250 Reduced 11.02%	2,019 $141,000
Q3 2019 Sep 07, 2021	SELL	$84.7 - $102.8 $35,319 - $42,867	-417 Reduced 15.52%	2,269 $230,000
Q4 2018 Sep 07, 2021	SELL	$59.51 - $73.69 $1,071 - $1,326	-18 Reduced 0.67%	2,686 $165,000
Q3 2018 Sep 07, 2021	SELL	$63.61 - $76.34 $27,352 - $32,826	-430 Reduced 13.72%	2,704 $201,000
Q1 2018 Sep 07, 2021	SELL	$55.36 - $73.77 $19,376 - $25,819	-350 Reduced 10.05%	3,134 $188,000
Q4 2017 Sep 07, 2021	SELL	$72.14 - $78.02 $11,470 - $12,405	-159 Reduced 4.36%	3,484 $261,000
Q3 2017 Sep 07, 2021	SELL	$73.35 - $77.48 $38,435 - $40,599	-524 Reduced 12.57%	3,643 $275,000
Q2 2017 Sep 07, 2021	BUY	N/A	5 Added 0.12%	4,167 $331,000
Q1 2017 Sep 07, 2021	SELL	N/A	-99 Reduced 2.32%	4,162 $268,000
Q4 2016 Sep 07, 2021	SELL	N/A	-78 Reduced 1.8%	4,261 $279,000
Q3 2016 Sep 07, 2021	BUY	N/A	7 Added 0.16%	4,339 $273,000
Q2 2016 Sep 07, 2021	BUY	N/A	7 Added 0.16%	4,332 $247,000
Q1 2016 Sep 07, 2021	BUY	N/A	4,325	4,325 $242,000

Others Institutions Holding UHT

# of Institutions

184

Shares Held

8.36M

Call Options Held

11.1K

Put Options Held

View Full List

About UNIVERSAL HEALTH REALTY INCOME TRUST

Ticker UHT
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 13,802,200
Market Cap $496M
Description
Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including acute care hospitals, rehabilitation hospitals, sub-acute care facilities, medical/office buildings, free-standing emergency departments and childcare centers. We have investments in seventy-one properties lo...

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Geneos Wealth Management Inc. Universal Health Realty Income Trust Transaction History