Wp Carey shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 283k | 67.57 |
| 2025-06-30 | $18M | 292k | 62.38 |
| 2025-03-31 | $2.2M | 35k | 63.11 |
| 2024-12-31 | $933k | 17k | 54.48 |
| 2024-09-30 | $1.1M | 17k | 62.30 |
| 2024-06-30 | $963k | 18k | 55.05 |
| 2024-03-31 | $986k | 18k | 56.44 |
| 2023-12-31 | $1.2M | 18k | 64.81 |
| 2023-09-30 | $1.3M | 25k | 54.08 |
| 2023-06-30 | $2.1M | 31k | 67.56 |
| 2023-03-31 | $1.9M | 24k | 77.45 |
| 2022-12-31 | $2.2M | 28k | 78.15 |
| 2022-09-30 | $1.9M | 27k | 69.78 |
| 2022-06-30 | $3.0M | 36k | 83.24 |
| 2022-03-31 | $2.7M | 34k | 80.70 |
| 2021-12-31 | $25M | 306k | 82.05 |
| 2021-09-30 | $23M | 308k | 74.14 |
| 2021-06-30 | $23M | 310k | 75.12 |
| 2021-03-31 | $24M | 315k | 74.89 |
| 2020-12-31 | $22M | 314k | 70.64 |
| 2020-09-30 | $20M | 314k | 65.06 |
| 2020-06-30 | $21M | 317k | 66.36 |
| 2020-03-31 | $19M | 315k | 60.34 |
| 2019-12-31 | $26M | 320k | 79.59 |
| 2019-09-30 | $31M | 342k | 90.04 |
| 2019-06-30 | $28M | 349k | 81.18 |
| 2019-03-31 | $28M | 360k | 78.33 |
| 2018-12-31 | $24M | 370k | 65.19 |
| 2018-09-30 | $9.1M | 142k | 64.30 |
| 2018-06-30 | $9.4M | 142k | 66.34 |
| 2018-03-31 | $8.5M | 138k | 61.99 |
| 2017-12-31 | $9.3M | 135k | 68.90 |
| 2017-09-30 | $9.0M | 134k | 67.38 |
| 2017-06-30 | $8.7M | 132k | 66.01 |
| 2017-03-31 | $8.1M | 130k | 62.22 |
| 2016-12-31 | $7.4M | 125k | 59.09 |
| 2016-09-30 | $8.0M | 125k | 64.53 |
| 2016-06-30 | $9.5M | 137k | 69.24 |
| 2016-03-31 | $8.2M | 132k | 61.79 |