Geneos Wealth Management Inc.

Position in ADC — Agree Realty Corp

CIK 1764754 ENGLEWOOD, CO

Position in ADC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,847

+$249 QoQ

Shares Held

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#441

of 489 holders

Holding Since

Mar 2020

13 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. ADC ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	154,702	$9,585,335
2	PECO	Phillips Edison & Company, Inc.	17,263	$718,486
3	IVT	InvenTrust Properties Corp.	13,712	$485,404
4	KRG	Kite Realty Group Trust	14,650	$415,767
5	SPG	Simon Property Group Inc.	358	$80,066
6	CBL	Cbl & Associates Properties Inc	835	$44,330
7	SKT	Tanger Inc.	500	$19,735
8	ADC	Agree Realty Corp This page	64	$4,847

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,847	64	+4.9%	Shares	Sole	2026-08-06
2026-03-31	$4,598	61	-57.6%	Shares	Sole	2026-05-05
2025-06-30	$10,520	144	-13.8%	Shares	Sole	2025-08-18
2025-03-31	$12,890	167	-8.7%	Shares	Sole	2025-05-08
2024-12-31	$12,892	183	-66.7%	Shares	Sole	2025-01-21
2021-12-31	$39,248	550	0.0%	Shares	Sole	2022-02-09
2021-09-30	$36,426	550	0.0%	Shares	Sole	2021-11-09
2021-06-30	$38,769	550	0.0%	Shares	Sole	2021-07-08
2021-03-31	$37,020	550	0.0%	Shares	Sole	2021-06-17
2020-12-31	$36,619	550	0.0%	Shares	Sole	2021-05-19
2020-09-30	$35,002	550	0.0%	Shares	Sole	2021-09-07
2020-06-30	$36,140	550	0.0%	Shares	Sole	2021-09-07
2020-03-31	$34,045	550	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.