GWM
CBL

Geneos Wealth Management’s CBL Properties CBL Stock Holding History

Geneos Wealth Management’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.1K Hold
835
– – ﹤0.01% 1602
2025
Q4 		$30.9K Hold
835
– – ﹤0.01% 1571
2025
Q3 		$25.5K Hold
835
– – ﹤0.01% 1631
2025
Q2 		$21.2K Sell
835
-835
-50% -$20.6K ﹤0.01% 2001
2025
Q1 		$44.4K Buy
1,670
+835
+100% +$24.5K ﹤0.01% 1983
2024
Q4 		$24.6K Hold
835
– – ﹤0.01% 1625
2024
Q3 		$21K Hold
835
– – ﹤0.01% 1545
2024
Q2 		$19.5K Sell
835
-1,653
-66% -$36.5K ﹤0.01% 1361
2024
Q1 		$57K Hold
2,488
– – ﹤0.01% 1021
2023
Q4 		$60.8K Hold
2,488
– – ﹤0.01% 1002
2023
Q3 		$52.2K Hold
2,488
– – ﹤0.01% 1065
2023
Q2 		$54.8K Sell
2,488
-2
-0.1% -$47 ﹤0.01% 1052
2023
Q1 		$63.8K Hold
2,490
– – ﹤0.01% 999
2022
Q4 		$57.5K Hold
2,490
– – ﹤0.01% 1001
2022
Q3 		$63K Hold
2,490
– – ﹤0.01% 946
2022
Q2 		$62K Hold
2,490
– – ﹤0.01% 1187
2022
Q1 		$81K Buy
+2,490
New +$71.9K ﹤0.01% 1168

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geneos Wealth Management's CBL Position: Q1 2026 in Review

Geneos Wealth Management held its CBL Properties (CBL) position steady in Q1 2026 at 835 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Geneos Wealth Management first reported a position in CBL in Q1 2022 and has held it in 17 quarters since. The position peaked at $81K in Q1 2022. 195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Geneos Wealth Management held 835 shares of CBL Properties worth $32.1K as of Q1 2026.
  • Geneos Wealth Management left its CBL Properties share count unchanged in Q1 2026.
  • CBL Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1602 holding.
  • Geneos Wealth Management first reported a position in CBL Properties in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's CBL Properties position peaked at $81K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.