Geneos Wealth Management Inc.

Position in WPC — W. P. Carey Inc.

CIK 1764754 ENGLEWOOD, CO

Position in WPC

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

Position Value

$17,178,804

+$513,110 QoQ

Shares Held

240,263

-2.0% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#93

of 891 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $17,422,570 across 4 REIT - Diversified names. WPC ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPC	W. P. Carey Inc. This page	240,263	$17,178,804
2	GNL	Global Net Lease, Inc.	17,286	$154,536
3	VICI	Vici Properties Inc.	1,971	$52,330
4	GOOD	Gladstone Commercial Corp	3,000	$36,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,178,804	240,263	-2.0%	Shares	Sole	2026-08-06
2026-03-31	$16,665,694	245,228	-8.3%	Shares	Sole	2026-05-05
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	+741.2%	Shares	Sole	2025-08-18
2025-03-31	$2,189,412	34,692	+102.6%	Shares	Sole	2025-05-08
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	$1,346,430	24,897	-18.6%	Shares	Sole	2023-10-11
2023-06-30	$2,066,186	30,583	+27.4%	Shares	Sole	2023-08-08
2023-03-31	$1,858,722	23,999	-13.9%	Shares	Sole	2023-04-25
2022-12-31	$2,178,899	27,881	+3.1%	Shares	Sole	2023-01-31
2022-09-30	$1,887,460	27,041	-25.3%	Shares	Sole	2022-11-14
2022-06-30	$3,000,359	36,210	+8.1%	Shares	Sole	2022-07-22
2022-03-31	$2,707,574	33,493	-89.1%	Shares	Sole	2022-05-16
2021-12-31	$25,131,754	306,298	-0.7%	Shares	Sole	2022-02-09
2021-09-30	$22,520,639	308,333	-0.6%	Shares	Sole	2021-11-09
2021-06-30	$23,147,717	310,208	-1.5%	Shares	Sole	2021-07-08
2021-03-31	$22,278,077	314,840	+0.2%	Shares	Sole	2021-06-17
2020-12-31	$22,180,186	314,256	+0.1%	Shares	Sole	2021-05-19
2020-09-30	$20,449,819	313,840	-1.0%	Shares	Sole	2021-09-07
2020-06-30	$21,446,750	317,025	+0.6%	Shares	Sole	2021-09-07
2020-03-31	$18,296,301	315,019	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.