Geneos Wealth Management Inc. Welltower Inc. Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Welltower Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 600 shares of WELL stock, worth $62,898. This represents 0.0% of its overall portfolio holdings.

Number of Shares
600
Previous 599 0.17%
Holding current value
$62,898
Previous $54,000 3.7%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$86.51 - $94.25 $86 - $94
1 Added 0.17%
600 $56,000
Q4 2023

Jan 26, 2024
SELL
$79.31 - $91.87 $21,334 - $24,713
-269 Reduced 30.99%
599 $54,000
Q3 2023

Oct 11, 2023
BUY
$78.6 - $85.47 $22,243 - $24,188
283 Added 48.38%
868 $71,000
Q2 2023

Aug 08, 2023
SELL
$70.38 - $81.95 $10,416 - $12,128
-148 Reduced 20.19%
585 $47,000
Q1 2023

Apr 25, 2023
SELL
$65.76 - $78.05 $13,086 - $15,531
-199 Reduced 21.35%
733 $52,000
Q4 2022

Jan 30, 2023
BUY
$57.37 - $71.58 $57 - $71
1 Added 0.11%
932 $61,000
Q3 2022

Nov 14, 2022
SELL
$63.33 - $86.34 $12,919 - $17,613
-204 Reduced 17.97%
931 $59,000
Q2 2022

Jul 22, 2022
SELL
$77.45 - $97.82 $13,243 - $16,727
-171 Reduced 13.09%
1,135 $93,000
Q1 2022

May 16, 2022
SELL
$79.67 - $98.31 $391,896 - $483,586
-4,919 Reduced 79.02%
1,306 $125,000
Q4 2021

Feb 09, 2022
SELL
$79.36 - $87.07 $35,473 - $38,920
-447 Reduced 6.7%
6,225 $533,000
Q3 2021

Nov 09, 2021
SELL
$82.4 - $89.68 $19,034 - $20,716
-231 Reduced 3.35%
6,672 $559,000
Q2 2021

Jul 08, 2021
SELL
$71.04 - $84.02 $247,574 - $292,809
-3,485 Reduced 33.55%
6,903 $586,000
Q1 2021

Jun 17, 2021
SELL
$59.79 - $74.55 $146,007 - $182,051
-2,442 Reduced 19.03%
10,388 $779,000
Q4 2020

May 19, 2021
BUY
$52.26 - $67.84 $250,116 - $324,682
4,786 Added 59.5%
12,830 $905,000
Q3 2020

Sep 07, 2021
BUY
$49.2 - $61.12 $196 - $244
4 Added 0.05%
8,044 $428,000
Q2 2020

Sep 07, 2021
SELL
$37.26 - $61.65 $20,194 - $33,414
-542 Reduced 6.32%
8,040 $399,000
Q1 2020

Sep 07, 2021
SELL
$33.22 - $89.84 $10,065 - $27,221
-303 Reduced 3.41%
8,582 $426,000
Q4 2019

Sep 07, 2021
SELL
$77.4 - $92.21 $77,787 - $92,671
-1,005 Reduced 10.16%
8,885 $719,000
Q3 2019

Sep 07, 2021
SELL
$81.74 - $92.46 $40,543 - $45,860
-496 Reduced 4.78%
9,890 $893,000
Q2 2019

Sep 07, 2021
BUY
$71.76 - $84.63 $18,729 - $22,088
261 Added 2.58%
10,386 $846,000
Q1 2019

Sep 07, 2021
SELL
$67.29 - $78.72 $16,957 - $19,837
-252 Reduced 2.43%
10,125 $785,000
Q4 2018

Sep 07, 2021
SELL
$61.6 - $74.72 $15,153 - $18,381
-246 Reduced 2.32%
10,377 $719,000
Q3 2018

Sep 07, 2021
SELL
$61.7 - $67.46 $33,564 - $36,698
-544 Reduced 4.87%
10,623 $683,000
Q2 2018

Sep 07, 2021
SELL
$50.01 - $62.69 $850 - $1,065
-17 Reduced 0.15%
11,167 $700,000
Q1 2018

Sep 07, 2021
SELL
$52.03 - $64.14 $3,225 - $3,976
-62 Reduced 0.55%
11,184 $608,000
Q4 2017

Sep 07, 2021
BUY
$63.27 - $69.55 $91,045 - $100,082
1,439 Added 14.67%
11,246 $717,000
Q3 2017

Sep 07, 2021
BUY
$69.91 - $75.36 $557,322 - $600,769
7,972 Added 434.44%
9,807 $689,000
Q2 2017

Sep 07, 2021
SELL
N/A
-980 Reduced 34.81%
1,835 $137,000
Q1 2017

Sep 07, 2021
SELL
N/A
-691 Reduced 19.71%
2,815 $199,000
Q4 2016

Sep 07, 2021
SELL
N/A
-946 Reduced 21.25%
3,506 $234,000
Q3 2016

Sep 07, 2021
BUY
N/A
106 Added 2.44%
4,452 $332,000
Q2 2016

Sep 07, 2021
SELL
N/A
-396 Reduced 8.35%
4,346 $331,000
Q1 2016

Sep 07, 2021
BUY
N/A
4,742
4,742 $328,000

Others Institutions Holding WELL

# of Institutions
1,025
Shares Held
517M
Call Options Held
1.3M
Put Options Held
717K
View Full List

About WELLTOWER INC.

WELL Quotes by TradingView
  • Ticker WELL
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 463,369,984
  • Market Cap $48.6B
  • Description
  • Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve peopl...
More about WELL
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