Geneos Wealth Management Inc.
Position in PDM — Piedmont Realty Trust, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in PDM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$237,607
+$2,776 QoQ
Shares Held
25,968
-27.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#139
of 254 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $527,276 across 6 REIT - Office names. PDM ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDM |
Piedmont Realty Trust, Inc.
This page
|
25,968 | $237,607 | |
| 2 | CUZ |
Cousins Properties Inc
|
6,014 | $180,299 | |
| 3 | SLG |
Sl Green Realty Corp
|
1,286 | $66,576 | |
| 4 | NLOP |
Net Lease Office Properties
|
1,613 | $17,952 | |
| 5 | BXP |
BXP, Inc.
|
190 | $12,598 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
406 | $12,244 |
All Filings in PDM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,607 | 25,968 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $234,831 | 35,743 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $335,384 | 40,214 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $346,950 | 38,550 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $287,517 | 39,440 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $282,993 | 38,398 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $270,583 | 29,572 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $298,677 | 29,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,523 | 32,486 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $229,163 | 32,598 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $241,697 | 33,994 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $194,081 | 34,534 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $210,880 | 29,007 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $236,454 | 32,391 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $300,280 | 32,746 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $377,256 | 35,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $806,302 | 61,456 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,014,912 | 58,938 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,119,139 | 60,889 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,153,691 | 66,190 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,269,609 | 68,739 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,198,790 | 69,015 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,142,251 | 70,379 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,134,628 | 83,613 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,523,469 | 91,720 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,683,969 | 95,355 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||