Geneos Wealth Management Inc.

Position in SPG — Simon Property Group Inc.

CIK 1764754 ENGLEWOOD, CO

Position in SPG

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

Position Value

$80,066

+$13,289 QoQ

Shares Held

358

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,132

of 1,353 holders

Holding Since

Mar 2020

15 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,357,203 across 10 REIT - Retail names. SPG ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	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. This page	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

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,066	358	0.0%	Shares	Sole	2026-08-06
2026-03-31	$66,777	358	-11.4%	Shares	Sole	2026-05-05
2025-12-31	$74,784	404	-24.8%	Shares	Sole	2026-01-28
2025-09-30	$100,778	537	-62.7%	Shares	Sole	2025-10-22
2025-06-30	$231,655	1,441	-22.3%	Shares	Sole	2025-08-18
2025-03-31	$307,912	1,854	+118.1%	Shares	Sole	2025-05-08
2024-12-31	$146,378	850	-52.2%	Shares	Sole	2025-01-21
2021-12-31	$284,390	1,780	-17.3%	Shares	Sole	2022-02-09
2021-09-30	$279,825	2,153	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$280,401	2,149	-11.9%	Shares	Sole	2021-07-08
2021-03-31	$277,598	2,440	+0.1%	Shares	Sole	2021-06-17
2020-12-31	$207,827	2,437	+1.3%	Shares	Sole	2021-05-19
2020-09-30	$155,620	2,406	-25.5%	Shares	Sole	2021-09-07
2020-06-30	$220,799	3,229	+63.5%	Shares	Sole	2021-09-07
2020-03-31	$108,348	1,975	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.