Geneos Wealth Management Inc.

Position in ELS — Equity Lifestyle Properties Inc

CIK 1764754 ENGLEWOOD, CO

Position in ELS

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

Position Value

$29,002

+$913 QoQ

Shares Held

450

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#376

of 470 holders

Holding Since

Mar 2020

15 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,058,456 across 6 REIT - Residential names. ELS ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	3,678	$511,021
2	IRT	Independence Realty Trust, Inc.	20,329	$339,291
3	AVB	Avalonbay Communities Inc	904	$170,575
4	ELS	Equity Lifestyle Properties Inc This page	450	$29,002
5	UDR	UDR, Inc.	200	$7,984
6	ESS	Essex Property Trust, Inc.	2	$583

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,002	450	0.0%	Shares	Sole	2026-08-06
2026-03-31	$28,089	450	0.0%	Shares	Sole	2026-05-05
2025-12-31	$27,274	450	0.0%	Shares	Sole	2026-01-28
2025-09-30	$27,315	450	-2.2%	Shares	Sole	2025-10-22
2025-06-30	$28,368	460	0.0%	Shares	Sole	2025-08-18
2025-03-31	$30,682	460	+2.2%	Shares	Sole	2025-05-08
2024-12-31	$29,970	450	0.0%	Shares	Sole	2025-01-21
2021-12-31	$39,447	450	0.0%	Shares	Sole	2022-02-09
2021-09-30	$35,145	450	0.0%	Shares	Sole	2021-11-09
2021-06-30	$33,439	450	0.0%	Shares	Sole	2021-07-08
2021-03-31	$28,638	450	0.0%	Shares	Sole	2021-06-17
2020-12-31	$28,512	450	0.0%	Shares	Sole	2021-05-19
2020-09-30	$27,585	450	0.0%	Shares	Sole	2021-09-07
2020-06-30	$28,116	450	0.0%	Shares	Sole	2021-09-07
2020-03-31	$25,866	450	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.