Geneos Wealth Management Inc.
Position in IRT — Independence Realty Trust, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in IRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$339,291
-$45,764 QoQ
Shares Held
20,329
-21.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#240
of 391 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in IRT 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. IRT ranks #2 (32.1% of the industry book) .
All Filings in IRT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,291 | 20,329 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $385,055 | 25,860 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $525,711 | 30,075 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $562,537 | 34,322 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $583,221 | 32,969 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $668,001 | 31,465 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $509,768 | 25,694 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $588,780 | 28,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $549,775 | 29,337 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $618,004 | 38,314 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $586,204 | 38,314 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $559,338 | 39,754 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $724,317 | 39,754 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $633,072 | 39,493 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $684,971 | 40,627 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $681,647 | 40,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,224,074 | 155,527 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,649,724 | 138,038 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,958,955 | 114,555 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||