Geneos Wealth Management Inc.
Position in ESS — Essex Property Trust, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in ESS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$583
+$60 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 623 holders
Holding Since
Dec 2020
20 quarters on record
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $1,058,456 across 6 REIT - Residential names. ESS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
450 | $29,002 | |
| 5 | UDR |
UDR, Inc.
|
200 | $7,984 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
2 | $583 |
All Filings in ESS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583 | 2 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $523 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $535 | 2 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $113,926 | 402 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $189,153 | 617 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $92,197 | 323 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $95,420 | 323 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $544 | 2 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,468 | 6 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,644 | 51 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,392 | 49 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $11,480 | 49 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,130 | 58 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,622 | 69 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,713 | 69 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,761 | 5 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,598 | 5 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,500 | 5 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $15,494 | 57 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,000 | 57 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||