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Disclosery

Geneos Wealth Management Inc.: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on XLRE, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 74,160 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,160 shares
    Change vs previous 13F +48,910 shares

    0.07% of the 13F portfolio, value $3,265,265.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,250 shares
    Change vs previous 13F -1,181 shares

    0.02% of the 13F portfolio, value $1,030,958.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,431 shares
    Change vs previous 13F -21,964 shares

    0.03% of the 13F portfolio, value $1,066,478.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,395 shares
    Change vs previous 13F -13,773 shares

    0.05% of the 13F portfolio, value $2,038,875.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,168 shares
    Change vs previous 13F -175,668 shares

    0.06% of the 13F portfolio, value $2,575,009.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 237,836 shares
    Change vs previous 13F +110,641 shares

    0.15% of the 13F portfolio, value $9,953,431.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,195 shares
    Change vs previous 13F +3,230 shares

    0.18% of the 13F portfolio, value $5,173,011.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,965 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,537,501.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).