Geneos Wealth Management Inc.

Position in CCI — Crown Castle Inc.

CIK 1764754 ENGLEWOOD, CO

Position in CCI

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

Position Value

$41,727

-$8,441 QoQ

Shares Held

551

-10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#707

of 925 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. CCI ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co	13,024	$311,794
2	DLR	Digital Realty Trust, Inc.	1,261	$226,450
3	AMT	American Tower Corp /Ma/	1,033	$168,967
4	LAMR	Lamar Advertising Co/New	369	$57,556
5	EPR	Epr Properties	925	$53,659
6	CCI	Crown Castle Inc. This page	551	$41,727
7	EQIX	Equinix Inc	35	$36,483
8	GLPI	Gaming & Leisure Properties, Inc.	411	$18,301

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,727	551	-10.7%	Shares	Sole	2026-08-06
2026-03-31	$50,168	617	-28.0%	Shares	Sole	2026-05-05
2025-12-31	$76,161	857	0.0%	Shares	Sole	2026-01-28
2025-09-30	$82,691	857	-55.3%	Shares	Sole	2025-10-22
2025-06-30	$196,933	1,917	-42.0%	Shares	Sole	2025-08-18
2025-03-31	$344,375	3,304	+43.5%	Shares	Sole	2025-05-08
2024-12-31	$208,929	2,302	+11.0%	Shares	Sole	2025-01-21
2024-09-30	$245,919	2,073	-11.3%	Shares	Sole	2024-11-14
2024-06-30	$228,324	2,337	+51.6%	Shares	Sole	2024-07-23
2024-03-31	$163,189	1,542	+44.1%	Shares	Sole	2024-05-03
2023-12-31	$123,253	1,070	-14.9%	Shares	Sole	2024-01-26
2023-09-30	$115,681	1,257	+22.4%	Shares	Sole	2023-10-11
2023-06-30	$117,016	1,027	-44.3%	Shares	Sole	2023-08-08
2023-03-31	$246,934	1,845	+2.4%	Shares	Sole	2023-04-25
2022-12-31	$244,287	1,801	+28.6%	Shares	Sole	2023-01-31
2022-09-30	$202,514	1,401	+11.1%	Shares	Sole	2022-11-14
2022-06-30	$212,327	1,261	+40.0%	Shares	Sole	2022-07-22
2022-03-31	$166,324	901	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$184,317	883	+121.9%	Shares	Sole	2022-02-09
2021-09-30	$68,981	398	-2.5%	Shares	Sole	2021-11-09
2021-06-30	$79,600	408	+36.5%	Shares	Sole	2021-07-08
2021-03-31	$51,466	299	-47.7%	Shares	Sole	2021-06-17
2020-12-31	$91,056	572	-28.5%	Shares	Sole	2021-05-19
2020-09-30	$133,200	800	-4.9%	Shares	Sole	2021-09-07
2020-06-30	$140,741	841	-10.5%	Shares	Sole	2021-09-07
2020-03-31	$135,736	940	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.