Geneos Wealth Management Inc.
Position in DLR — Digital Realty Trust, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in DLR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$226,450
-$15,211 QoQ
Shares Held
1,261
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,003
of 1,315 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. DLR ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
13,024 | $311,794 | |
| 2 | DLR |
Digital Realty Trust, Inc.
This page
|
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.
|
551 | $41,727 | |
| 7 | EQIX |
Equinix Inc
|
35 | $36,483 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
411 | $18,301 |
All Filings in DLR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,450 | 1,261 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $241,661 | 1,341 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $202,824 | 1,311 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,645 | 1,311 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $239,180 | 1,372 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $214,505 | 1,497 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $175,734 | 991 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $164,742 | 1,018 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,786 | 1,018 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $140,871 | 978 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $132,965 | 988 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $117,752 | 973 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $105,102 | 923 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $86,709 | 882 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $97,662 | 974 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $103,841 | 1,047 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,649 | 1,946 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $276,793 | 1,952 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $342,950 | 1,939 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $310,711 | 2,151 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $330,259 | 2,195 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $321,819 | 2,285 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $332,731 | 2,385 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $331,237 | 2,257 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $323,584 | 2,277 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $292,683 | 2,107 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||