Geneos Wealth Management Inc.
Position in CBL — Cbl & Associates Properties Inc
CIK 1764754
ENGLEWOOD, CO
Position in CBL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,330
+$12,241 QoQ
Shares Held
835
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 225 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. CBL ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
835 | $44,330 | |
| 7 | SKT |
Tanger Inc.
|
500 | $19,735 | |
| 8 | ADC |
Agree Realty Corp
|
64 | $4,847 |
All Filings in CBL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,330 | 835 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,089 | 835 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $30,895 | 835 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,534 | 835 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $21,200 | 835 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $22,194 | 835 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,557 | 835 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $21,042 | 835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,522 | 835 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $57,000 | 2,488 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $60,756 | 2,488 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $52,198 | 2,488 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $54,835 | 2,488 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $63,843 | 2,490 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $57,469 | 2,490 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $63,768 | 2,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,490 | 2,490 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $81,896 | 2,490 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||