Geneos Wealth Management Inc.

Position in DX — Dynex Capital Inc

CIK 1764754 ENGLEWOOD, CO

Position in DX

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

Position Value

$9,373

+$250 QoQ

Shares Held

715

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#254

of 289 holders

Holding Since

Mar 2020

15 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,329,751 across 17 REIT - Mortgage names. DX ranks #13 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	27,800	$621,608
2	AGNC	AGNC Investment Corp.	24,004	$261,643
3	FBRT	Franklin BSP Realty Trust, Inc.	15,451	$125,771
4	ORC	Orchid Island Capital, Inc.	13,000	$90,610
5	RITM	Rithm Capital Corp.	7,012	$65,842
6	RC	Ready Capital Corp	18,956	$33,173
7	REFI	Chicago Atlantic Real Estate Finance, Inc.	2,330	$24,977
8	BRSP	BrightSpire Capital, Inc.	4,414	$24,056

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,373	715	0.0%	Shares	Sole	2026-08-06
2026-03-31	$9,123	715	0.0%	Shares	Sole	2026-05-05
2025-12-31	$10,017	715	0.0%	Shares	Sole	2026-01-28
2025-09-30	$8,787	715	0.0%	Shares	Sole	2025-10-22
2025-06-30	$8,737	715	0.0%	Shares	Sole	2025-08-18
2025-03-31	$9,309	715	0.0%	Shares	Sole	2025-05-08
2024-12-31	$9,044	715	0.0%	Shares	Sole	2025-01-21
2024-09-30	$9,123	715	+62.5%	Shares	Sole	2024-11-14
2022-06-30	$7,004	440	0.0%	Shares	Sole	2022-07-22
2022-03-31	$7,128	440	-61.4%	Shares	Sole	2022-05-16
2021-12-31	$19,049	1,140	+159.1%	Shares	Sole	2022-02-09
2021-09-30	$7,603	440	0.0%	Shares	Sole	2021-11-09
2021-06-30	$8,210	440	0.0%	Shares	Sole	2021-07-08
2021-03-31	$8,329	440	-58.5%	Shares	Sole	2021-06-17
2020-03-31	$11,076	1,061	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.