Geneos Wealth Management Inc. Ventas, Inc. Transaction History

Geneos Wealth Management Inc.

  • $3.65 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ventas, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,523 shares of VTR stock, worth $99,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,523
Previous 949 60.48%
Holding current value
$99,192
Previous $55,000 89.09%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$56.9 - $70.47 $32,660 - $40,449
574 Added 60.48%
1,523 $104,000
Q4 2023

Jan 26, 2024
SELL
$39.65 - $50.95 $16,296 - $20,940
-411 Reduced 30.22%
949 $47,000
Q3 2023

Oct 11, 2023
BUY
$41.41 - $49.69 $10,808 - $12,969
261 Added 23.75%
1,360 $57,000
Q1 2023

Apr 25, 2023
SELL
$41.69 - $53.0 $5,169 - $6,572
-124 Reduced 10.14%
1,099 $47,000
Q4 2022

Jan 30, 2023
BUY
$36.04 - $46.52 $4,468 - $5,768
124 Added 11.28%
1,223 $55,000
Q3 2022

Nov 14, 2022
SELL
$39.65 - $53.78 $153,405 - $208,074
-3,869 Reduced 77.88%
1,099 $44,000
Q2 2022

Jul 22, 2022
BUY
$48.43 - $62.86 $96 - $125
2 Added 0.04%
4,968 $255,000
Q1 2022

May 16, 2022
SELL
$50.03 - $63.64 $67,290 - $85,595
-1,345 Reduced 21.31%
4,966 $306,000
Q4 2021

Feb 09, 2022
SELL
$45.69 - $56.9 $39,841 - $49,616
-872 Reduced 12.14%
6,311 $322,000
Q3 2021

Nov 09, 2021
SELL
$54.23 - $60.4 $4,989 - $5,556
-92 Reduced 1.26%
7,183 $402,000
Q2 2021

Jul 08, 2021
SELL
$52.18 - $59.24 $48,631 - $55,211
-932 Reduced 11.36%
7,275 $416,000
Q1 2021

Jun 17, 2021
BUY
$46.07 - $57.17 $1,428 - $1,772
31 Added 0.38%
8,207 $455,000
Q4 2020

May 19, 2021
SELL
$38.84 - $51.49 $32,975 - $43,715
-849 Reduced 9.41%
8,176 $395,000
Q3 2020

Sep 07, 2021
SELL
$34.27 - $45.48 $27,176 - $36,065
-793 Reduced 8.08%
9,025 $376,000
Q2 2020

Sep 07, 2021
SELL
$22.52 - $45.69 $3,062 - $6,213
-136 Reduced 1.37%
9,818 $350,000
Q1 2020

Sep 07, 2021
SELL
$16.97 - $63.05 $1,442 - $5,359
-85 Reduced 0.85%
9,954 $302,000
Q4 2019

Sep 07, 2021
SELL
$55.15 - $74.56 $86,199 - $116,537
-1,563 Reduced 13.47%
10,039 $580,000
Q3 2019

Sep 07, 2021
BUY
$66.92 - $75.23 $148,093 - $166,483
2,213 Added 23.57%
11,602 $854,000
Q2 2019

Sep 07, 2021
BUY
$57.77 - $71.76 $28,365 - $35,234
491 Added 5.52%
9,389 $641,000
Q1 2019

Sep 07, 2021
SELL
$56.92 - $65.25 $213,165 - $244,361
-3,745 Reduced 29.62%
8,898 $567,000
Q4 2018

Sep 07, 2021
BUY
$52.86 - $65.47 $87,747 - $108,680
1,660 Added 15.11%
12,643 $750,000
Q3 2018

Sep 07, 2021
BUY
$53.66 - $60.12 $33,108 - $37,094
617 Added 5.95%
10,983 $597,000
Q2 2018

Sep 07, 2021
SELL
$46.96 - $57.44 $13,383 - $16,370
-285 Reduced 2.68%
10,366 $590,000
Q1 2018

Sep 07, 2021
SELL
$48.11 - $60.12 $49,360 - $61,683
-1,026 Reduced 8.79%
10,651 $527,000
Q4 2017

Sep 07, 2021
SELL
$59.84 - $65.39 $15,378 - $16,805
-257 Reduced 2.15%
11,677 $700,000
Q3 2017

Sep 07, 2021
BUY
$64.8 - $69.47 $150,854 - $161,726
2,328 Added 24.23%
11,934 $777,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,251 Added 14.97%
9,606 $667,000
Q1 2017

Sep 07, 2021
SELL
N/A
-608 Reduced 6.78%
8,355 $543,000
Q4 2016

Sep 07, 2021
SELL
N/A
-480 Reduced 5.08%
8,963 $560,000
Q3 2016

Sep 07, 2021
SELL
N/A
-6,362 Reduced 40.25%
9,443 $666,000
Q2 2016

Sep 07, 2021
SELL
N/A
-4,805 Reduced 23.31%
15,805 $1.16 Million
Q1 2016

Sep 07, 2021
BUY
N/A
20,610
20,610 $1.3 Million

Others Institutions Holding VTR

# of Institutions
870
Shares Held
405M
Call Options Held
793K
Put Options Held
618K
View Full List

About Ventas, Inc.

VTR Quotes by TradingView
  • Ticker VTR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 399,712,992
  • Market Cap $26B
  • Description
  • Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...
More about VTR
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email