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 Q2	$44.3K	Hold	835	–	–	﹤0.01%	1507
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	Hold	835	–	–	﹤0.01%	2001
2025 Q1	$22.2K	Hold	835	–	–	﹤0.01%	1906
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 $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geneos Wealth Management's CBL Position: Q2 2026 in Review

Geneos Wealth Management held its CBL Properties (CBL) position steady in Q2 2026 at 835 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Geneos Wealth Management first reported a position in CBL in Q1 2022 and has held it in 18 quarters since. The position peaked at $81K in Q1 2022. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Geneos Wealth Management held 835 shares of CBL Properties worth $44.3K as of Q2 2026.
Geneos Wealth Management left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1507 holding.
Geneos Wealth Management first reported a position in CBL Properties in Q1 2022 and has held it in 18 quarters since.
Geneos Wealth Management's CBL Properties position peaked at $81K in Q1 2022.
227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.