Geneos Wealth Management Inc.

Position in WY — Weyerhaeuser Co

CIK 1764754 ENGLEWOOD, CO

Position in WY

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

Position Value

$311,794

-$25,291 QoQ

Shares Held

13,024

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#560

of 896 holders

Holding Since

Mar 2020

26 quarters on record

Real Estate · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. WY ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WY	Weyerhaeuser Co This page	13,024	$311,794
2	DLR	Digital Realty Trust, Inc.	1,261	$226,450
3	AMT	American Tower Corp /Ma/	1,033	$168,967
4	LAMR	Lamar Advertising Co/New	369	$57,556
5	EPR	Epr Properties	925	$53,659
6	CCI	Crown Castle Inc.	551	$41,727
7	EQIX	Equinix Inc	35	$36,483
8	GLPI	Gaming & Leisure Properties, Inc.	411	$18,301

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,794	13,024	-5.6%	Shares	Sole	2026-08-06
2026-03-31	$337,085	13,798	-5.1%	Shares	Sole	2026-05-05
2025-12-31	$344,476	14,541	+245.6%	Shares	Sole	2026-01-28
2025-09-30	$104,291	4,207	-36.5%	Shares	Sole	2025-10-22
2025-06-30	$170,324	6,630	-7.2%	Shares	Sole	2025-08-18
2025-03-31	$209,264	7,147	+200.8%	Shares	Sole	2025-05-08
2024-12-31	$66,884	2,376	-3.5%	Shares	Sole	2025-01-21
2024-09-30	$83,363	2,462	+13.7%	Shares	Sole	2024-11-14
2024-06-30	$61,464	2,165	+9.7%	Shares	Sole	2024-07-23
2024-03-31	$70,886	1,974	-10.6%	Shares	Sole	2024-05-03
2023-12-31	$76,737	2,207	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$67,543	2,203	-4.1%	Shares	Sole	2023-10-11
2023-06-30	$77,005	2,298	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$69,118	2,294	+1.1%	Shares	Sole	2023-04-25
2022-12-31	$70,370	2,270	-76.5%	Shares	Sole	2023-01-31
2022-09-30	$276,060	9,666	-34.5%	Shares	Sole	2022-11-14
2022-06-30	$488,685	14,755	-15.5%	Shares	Sole	2022-07-22
2022-03-31	$662,113	17,470	-8.1%	Shares	Sole	2022-05-16
2021-12-31	$782,749	19,008	+8.5%	Shares	Sole	2022-02-09
2021-09-30	$623,293	17,523	-8.5%	Shares	Sole	2021-11-09
2021-06-30	$659,177	19,151	-7.5%	Shares	Sole	2021-07-08
2021-03-31	$737,418	20,714	-0.7%	Shares	Sole	2021-06-17
2020-12-31	$699,100	20,850	+6.7%	Shares	Sole	2021-05-19
2020-09-30	$557,109	19,534	0.0%	Shares	Sole	2021-09-07
2020-06-30	$438,733	19,534	-1.5%	Shares	Sole	2021-09-07
2020-03-31	$336,135	19,831	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.