Position in CUZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$160,021
-$22,759 QoQ
Shares Held
7,090
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in CUZ Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Geneos Wealth Management Inc. holds $533,431 across 7 REIT - Office names. CUZ ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDM |
Piedmont Realty Trust, Inc.
|
35,743 | $234,831 | |
| 2 | CUZ |
Cousins Properties Inc
This page
|
7,090 | $160,021 | |
| 3 | PKST |
Peakstone Realty Trust
|
2,537 | $52,997 | |
| 4 | SLG |
Sl Green Realty Corp
|
1,266 | $46,766 | |
| 5 | NLOP |
Net Lease Office Properties
|
1,759 | $20,263 | |
| 6 | BXP |
BXP, Inc.
|
190 | $9,861 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
406 | $8,692 |
All Filings in CUZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,021 | 7,090 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $182,780 | 7,090 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $205,184 | 7,090 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $233,963 | 7,791 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $177,737 | 6,025 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $163,127 | 5,324 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $160,105 | 5,431 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,031 | 4,753 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $183,016 | 7,613 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $190,319 | 7,816 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $174,652 | 8,574 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $170,817 | 7,492 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $150,622 | 7,045 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $178,168 | 7,045 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $166,835 | 7,145 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $718,034 | 24,565 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,064,139 | 26,412 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,146,368 | 28,460 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,064,293 | 28,541 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,088,798 | 29,603 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,082,346 | 30,618 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,115,081 | 33,286 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $954,019 | 33,369 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,082,978 | 36,305 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,087,029 | 37,138 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||