Geneos Wealth Management Inc.

Position in O — Realty Income Corp

CIK 1764754 ENGLEWOOD, CO

Position in O

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

Position Value

$9,585,335

+$249,267 QoQ

Shares Held

154,702

+1.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#228

of 1,452 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. O ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	154,702	$9,585,335
2	PECO	Phillips Edison & Company, Inc.	17,263	$718,486
3	IVT	InvenTrust Properties Corp.	13,712	$485,404
4	KRG	Kite Realty Group Trust	14,650	$415,767
5	SPG	Simon Property Group Inc.	358	$80,066
6	CBL	Cbl & Associates Properties Inc	835	$44,330
7	SKT	Tanger Inc.	500	$19,735
8	ADC	Agree Realty Corp	64	$4,847

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,585,335	154,702	+1.4%	Shares	Sole	2026-08-06
2026-03-31	$9,336,068	152,600	+3.3%	Shares	Sole	2026-05-05
2025-12-31	$8,325,341	147,691	-3.3%	Shares	Sole	2026-01-28
2025-09-30	$9,289,198	152,808	-2.3%	Shares	Sole	2025-10-22
2025-06-30	$9,006,516	156,336	+81.6%	Shares	Sole	2025-08-18
2025-03-31	$4,994,486	86,097	-6.1%	Shares	Sole	2025-05-08
2024-12-31	$4,894,812	91,646	+1044.9%	Shares	Sole	2025-01-21
2024-09-30	$507,677	8,005	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$444,533	8,416	+7.8%	Shares	Sole	2024-07-23
2024-03-31	$422,196	7,804	+10.0%	Shares	Sole	2024-05-03
2023-12-31	$407,222	7,092	-14.4%	Shares	Sole	2024-01-26
2023-09-30	$413,603	8,282	-4.6%	Shares	Sole	2023-10-11
2023-06-30	$519,276	8,685	-7.0%	Shares	Sole	2023-08-08
2023-03-31	$591,472	9,341	-0.9%	Shares	Sole	2023-04-25
2022-12-31	$597,764	9,424	-11.9%	Shares	Sole	2023-01-31
2022-09-30	$622,565	10,697	-78.3%	Shares	Sole	2022-11-14
2022-06-30	$3,360,644	49,233	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$3,435,755	49,578	-50.4%	Shares	Sole	2022-05-16
2021-12-31	$7,152,771	99,913	+16.3%	Shares	Sole	2022-02-09
2021-09-30	$5,573,027	85,924	+7.7%	Shares	Sole	2021-11-09
2021-06-30	$5,322,578	79,751	-20.1%	Shares	Sole	2021-07-08
2021-03-31	$6,336,791	99,792	-3.5%	Shares	Sole	2021-06-17
2020-12-31	$6,431,543	103,451	+36.3%	Shares	Sole	2021-05-19
2020-09-30	$4,611,959	75,917	+2.6%	Shares	Sole	2021-09-07
2020-06-30	$4,401,152	73,969	-0.9%	Shares	Sole	2021-09-07
2020-03-31	$3,720,257	74,614	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.