Geneos Wealth Management Inc.

Position in CLDT — Chatham Lodging Trust

CIK 1764754 ENGLEWOOD, CO

Position in CLDT

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

Position Value

$5,292

+$2,144 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#159

of 180 holders

Holding Since

Mar 2020

24 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $52,502 across 5 REIT - Hotel & Motel names. CLDT ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEB	Pebblebrook Hotel Trust	1,316	$25,543
2	PK	Park Hotels & Resorts Inc.	799	$11,385
3	XHR	Xenia Hotels & Resorts, Inc.	356	$7,248
4	CLDT	Chatham Lodging Trust This page	400	$5,292
5	HST	Host Hotels & Resorts, Inc.	128	$3,034

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,292	400	0.0%	Shares	Sole	2026-08-06
2026-03-31	$3,148	400	0.0%	Shares	Sole	2026-05-05
2025-12-31	$2,724	400	0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,684	400	0.0%	Shares	Sole	2025-10-22
2025-06-30	$2,788	400	0.0%	Shares	Sole	2025-08-18
2025-03-31	$2,852	400	+100.0%	Shares	Sole	2025-05-08
2024-12-31	$1,790	200	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,704	200	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,704	200	0.0%	Shares	Sole	2024-07-23
2024-03-31	$2,022	200	0.0%	Shares	Sole	2024-05-03
2023-12-31	$2,144	200	0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,914	200	0.0%	Shares	Sole	2023-10-11
2023-06-30	$1,872	200	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,098	200	-50.0%	Shares	Sole	2023-04-25
2022-06-30	$4,180	400	0.0%	Shares	Sole	2022-07-22
2022-03-31	$5,516	400	0.0%	Shares	Sole	2022-05-16
2021-12-31	$5,488	400	0.0%	Shares	Sole	2022-02-09
2021-09-30	$4,900	400	-60.0%	Shares	Sole	2021-11-09
2021-06-30	$12,870	1,000	-33.3%	Shares	Sole	2021-07-08
2021-03-31	$19,740	1,500	0.0%	Shares	Sole	2021-06-17
2020-12-31	$16,200	1,500	-37.5%	Shares	Sole	2021-05-19
2020-09-30	$18,288	2,400	-25.0%	Shares	Sole	2021-09-07
2020-06-30	$19,584	3,200	0.0%	Shares	Sole	2021-09-07
2020-03-31	$19,008	3,200	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.