Geneos Wealth Management Inc.

Position in CBRE — Cbre Group, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in CBRE

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

Position Value

$13,334

-$76 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#940

of 1,064 holders

Holding Since

Mar 2020

19 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $95,285 across 4 Real Estate Services names. CBRE ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRS	Irsa Investments & Representations Inc	3,620	$55,892
2	AGNT	AGNT, Inc.	4,200	$22,722
3	CBRE	Cbre Group, Inc. This page	99	$13,334
4	IHS	IHS Holding Ltd	405	$3,337

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,334	99	0.0%	Shares	Sole	2026-08-06
2026-03-31	$13,410	99	+33.8%	Shares	Sole	2026-05-05
2025-12-31	$11,898	74	-58.7%	Shares	Sole	2026-01-28
2025-09-30	$28,203	179	-64.7%	Shares	Sole	2025-10-22
2025-06-30	$71,040	507	-28.4%	Shares	Sole	2025-08-18
2025-03-31	$92,592	708	+165.2%	Shares	Sole	2025-05-08
2024-12-31	$35,054	267	+4.7%	Shares	Sole	2025-01-21
2024-09-30	$31,742	255	+2450.0%	Shares	Sole	2024-11-14
2024-06-30	$891	10	-67.7%	Shares	Sole	2024-07-23
2024-03-31	$3,014	31	+210.0%	Shares	Sole	2024-05-03
2023-12-31	$930	10	-88.5%	Shares	Sole	2024-01-26
2021-12-31	$9,440	87	-72.2%	Shares	Sole	2022-02-09
2021-09-30	$30,473	313	0.0%	Shares	Sole	2021-11-09
2021-06-30	$26,833	313	-33.3%	Shares	Sole	2021-07-08
2021-03-31	$37,102	469	-19.1%	Shares	Sole	2021-06-17
2020-12-31	$36,377	580	-45.9%	Shares	Sole	2021-05-19
2020-09-30	$50,351	1,072	+22.9%	Shares	Sole	2021-09-07
2020-06-30	$39,431	872	-7.3%	Shares	Sole	2021-09-07
2020-03-31	$35,485	941	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.