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Equibles

Geneos Wealth Management Inc.

Position in MITT — TPG Mortgage Investment Trust, Inc.

CIK 1764754 ENGLEWOOD, CO
Back to MITT Full portfolio

Position in MITT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$5,797
+$3,122 QoQ
Shares Held
732
+100.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 116 holders
Holding Since
Mar 2021
16 quarters on record

Common Shares in MITT Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,329,751 across 17 REIT - Mortgage names. MITT ranks #14 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
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

All Filings in MITT

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,797 732
2026-03-31 $2,675 366
2025-12-31 $3,118 366
2025-09-30 $2,649 366
2025-06-30 $2,763 366
2025-03-31 $2,671 366
2024-12-31 $2,433 366
2024-09-30 $2,748 366
2024-06-30 $2,430 366
2024-03-31 $2,239 366
2023-12-31 $2,324 366
2023-09-30 $2,031 366
2023-06-30 $2,239 366
2023-03-31 $2,104 366
2022-12-31 $1,943 366
2021-03-31 $4,432 1,100