Geneos Wealth Management Inc.
Position in PECO — Phillips Edison & Company, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in PECO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$718,486
+$117,259 QoQ
Shares Held
17,263
+7.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#212
of 441 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. PECO ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
154,702 | $9,585,335 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
This page
|
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 |
All Filings in PECO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,486 | 17,263 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $601,227 | 16,067 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $582,138 | 16,366 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $521,472 | 15,190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,327,461 | 37,895 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,082,310 | 84,470 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $535,902 | 14,306 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $572,362 | 15,178 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $537,719 | 16,439 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $581,811 | 16,220 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,955,281 | 81,011 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,268,377 | 67,632 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,234,625 | 65,570 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,098,836 | 64,342 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,197,566 | 37,612 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,054,736 | 37,602 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,389,968 | 161,328 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,669,019 | 164,845 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||