Geneos Wealth Management Inc. Umh Properties, Inc. Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Umh Properties, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 247 shares of UMH stock, worth $4,502. This represents 0.0% of its overall portfolio holdings.

Number of Shares

247

Previous 247 -0.0%

Holding current value

$4,502

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$16.04 - $20.43 $3,961 - $5,046	247 New	247 $4,000
Q2 2022 Jul 22, 2022	BUY	$16.57 - $25.14 $480 - $729	29 Added 1.18%	2,479 $43,000
Q1 2022 May 16, 2022	BUY	$22.68 - $26.62 $498 - $585	22 Added 0.91%	2,450 $60,000
Q4 2021 Feb 09, 2022	BUY	$22.47 - $27.33 $426 - $519	19 Added 0.79%	2,428 $66,000
Q3 2021 Nov 09, 2021	BUY	$21.68 - $25.58 $411 - $486	19 Added 0.79%	2,409 $56,000
Q2 2021 Jul 08, 2021	BUY	$19.21 - $22.96 $403 - $482	21 Added 0.89%	2,390 $52,000
Q4 2020 May 19, 2021	SELL	$13.21 - $16.54 $19,128 - $23,949	-1,448 Reduced 37.94%	2,369 $45,000
Q3 2020 Sep 07, 2021	BUY	$11.69 - $14.89 $350 - $446	30 Added 0.79%	3,817 $51,000
Q2 2020 Sep 07, 2021	BUY	$9.87 - $13.96 $325 - $460	33 Added 0.88%	3,787 $46,000
Q1 2020 Sep 07, 2021	BUY	$9.11 - $16.64 $4,800 - $8,769	527 Added 16.33%	3,754 $39,000
Q4 2019 Sep 07, 2021	BUY	$14.16 - $16.2 $240 - $275	17 Added 0.53%	3,227 $50,000
Q3 2019 Sep 07, 2021	BUY	$11.77 - $14.08 $223 - $267	19 Added 0.6%	3,210 $44,000
Q2 2019 Sep 07, 2021	BUY	$12.24 - $14.18 $232 - $269	19 Added 0.6%	3,191 $39,000
Q1 2019 Sep 07, 2021	BUY	$11.42 - $14.3 $216 - $271	19 Added 0.6%	3,172 $44,000
Q4 2018 Sep 07, 2021	BUY	$11.28 - $15.55 $3,609 - $4,976	320 Added 11.3%	3,153 $36,000
Q3 2018 Sep 07, 2021	BUY	$14.92 - $16.56 $238 - $264	16 Added 0.57%	2,833 $44,000
Q2 2018 Sep 07, 2021	BUY	$12.84 - $15.35 $205 - $245	16 Added 0.57%	2,817 $43,000
Q1 2018 Sep 07, 2021	BUY	$11.67 - $14.54 $221 - $276	19 Added 0.68%	2,801 $37,000
Q4 2017 Sep 07, 2021	BUY	$14.12 - $15.95 $225 - $255	16 Added 0.58%	2,782 $41,000
Q3 2017 Sep 07, 2021	BUY	$15.01 - $16.58 $225 - $248	15 Added 0.55%	2,766 $43,000
Q2 2017 Sep 07, 2021	BUY	N/A	13 Added 0.47%	2,751 $46,000
Q1 2017 Sep 07, 2021	SELL	N/A	-3,183 Reduced 53.76%	2,738 $41,000
Q4 2016 Sep 07, 2021	BUY	N/A	17 Added 0.29%	5,921 $89,000
Q3 2016 Sep 07, 2021	BUY	N/A	19 Added 0.32%	5,904 $70,000
Q2 2016 Sep 07, 2021	BUY	N/A	21 Added 0.36%	5,885 $69,000
Q1 2016 Sep 07, 2021	BUY	N/A	5,864	5,864 $58,000

Others Institutions Holding UMH

# of Institutions

233

Shares Held

61.2M

Call Options Held

Put Options Held

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About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $1B
Description
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...

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Geneos Wealth Management Inc. Umh Properties, Inc. Transaction History