Geneos Wealth Management Inc.

CIK

0001764754

City

CENTENNIAL

State / Country

Stock

WPC — W. P. Carey Inc.

Holdings in WPC

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$17,216,557	267,504	-5.5%	Shares	Sole	2026-01-28
2025-09-30	$19,126,702	283,065	-3.0%	Shares	Sole	2025-10-22
2025-06-30	$18,204,230	291,828	+1522.4%	Shares	Sole	2025-08-18
2025-03-31	$1,135,159	17,987	+5.0%	Shares	Sole	2025-05-21
2024-12-31	$933,078	17,127	-1.1%	Shares	Sole	2025-01-21
2024-09-30	$1,079,285	17,324	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$962,549	17,485	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$985,555	17,462	-3.0%	Shares	Sole	2024-05-03
2023-12-31	$1,166,450	17,998	-27.7%	Shares	Sole	2024-01-26
2023-09-30	$1,318,736	24,897	-18.6%	Shares	Sole	2023-10-11
2023-06-30	$2,023,689	30,583	+27.4%	Shares	Sole	2023-08-08
2023-03-31	$1,820,492	23,999	-13.9%	Shares	Sole	2023-04-25
2022-12-31	$2,134,084	27,881	+3.1%	Shares	Sole	2023-01-31
2022-09-30	$1,848,639	27,041	-25.3%	Shares	Sole	2022-11-14
2022-06-30	$2,938,647	36,210	+8.1%	Shares	Sole	2022-07-22
2022-03-31	$2,651,885	33,493	-89.1%	Shares	Sole	2022-05-16
2021-12-31	$24,614,842	306,298	-0.7%	Shares	Sole	2022-02-09
2021-09-30	$22,057,433	308,333	-0.6%	Shares	Sole	2021-11-09
2021-06-30	$22,671,613	310,208	-1.5%	Shares	Sole	2021-07-08
2021-03-31	$21,819,860	314,840	+0.2%	Shares	Sole	2021-06-17
2020-12-31	$21,723,983	314,256	+0.1%	Shares	Sole	2021-05-19
2020-09-30	$20,029,206	313,840	-1.0%	Shares	Sole	2021-09-07
2020-06-30	$21,005,632	317,025	+0.6%	Shares	Sole	2021-09-07
2020-03-31	$17,919,981	315,019	—	Shares	Sole	2021-09-07