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Geneos Wealth Management’s Crown Castle CCI Stock Holding History

Geneos Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.2K Sell
617
-240
-28% -$20.7K ﹤0.01% 1426
2025
Q4 		$76.2K Hold
857
– – ﹤0.01% 1245
2025
Q3 		$82.7K Sell
857
-1,060
-55% -$107K ﹤0.01% 1190
2025
Q2 		$197K Sell
1,917
-4,520
-70% -$457K ﹤0.01% 1004
2025
Q1 		$671K Buy
6,437
+4,135
+180% +$386K 0.01% 796
2024
Q4 		$209K Buy
2,302
+229
+11% +$23.9K 0.01% 817
2024
Q3 		$246K Sell
2,073
-264
-11% -$29.1K 0.01% 720
2024
Q2 		$228K Buy
2,337
+795
+52% +$78.3K 0.01% 673
2024
Q1 		$163K Buy
1,542
+472
+44% +$51.3K 0.01% 746
2023
Q4 		$123K Sell
1,070
-187
-15% -$19.2K 0.01% 781
2023
Q3 		$116K Buy
1,257
+230
+22% +$23.8K 0.01% 830
2023
Q2 		$117K Sell
1,027
-818
-44% -$97.4K 0.01% 834
2023
Q1 		$247K Buy
1,845
+44
+2% +$6.08K 0.02% 597
2022
Q4 		$244K Buy
1,801
+400
+29% +$54.1K 0.01% 588
2022
Q3 		$202K Buy
1,401
+140
+11% +$24K 0.01% 595
2022
Q2 		$217K Buy
1,261
+360
+40% +$65.5K 0.01% 721
2022
Q1 		$166K Buy
901
+18
+2% +$3.2K 0.01% 871
2021
Q4 		$184K Buy
883
+485
+122% +$89.6K 0.01% 906
2021
Q3 		$69K Sell
398
-10
-2% -$1.93K ﹤0.01% 1335
2021
Q2 		$80K Buy
408
+109
+36% +$20.4K ﹤0.01% 1251
2021
Q1 		$56K Sell
299
-273
-48% -$43.7K ﹤0.01% 1560
2020
Q4 		$99K Sell
572
-228
-29% -$37K ﹤0.01% 1149
2020
Q3 		$129K Sell
800
-41
-5% -$6.77K 0.01% 839
2020
Q2 		$135K Sell
841
-99
-11% -$15.9K 0.01% 789
2020
Q1 		$128K Sell
940
-54
-5% -$8.05K 0.01% 756
2019
Q4 		$140K Sell
994
-118
-11% -$16.1K 0.01% 819
2019
Q3 		$153K Sell
1,112
-156
-12% -$21.6K 0.01% 743
2019
Q2 		$165K Sell
1,268
-94
-7% -$12.1K 0.01% 729
2019
Q1 		$174K Sell
1,362
-15
-1% -$1.76K 0.01% 688
2018
Q4 		$148K Sell
1,377
-42
-3% -$4.62K 0.01% 696
2018
Q3 		$157K Buy
1,419
+264
+23% +$29.4K 0.01% 727
2018
Q2 		$124K Hold
1,155
– – 0.01% 712
2018
Q1 		$126K Hold
1,155
– – 0.01% 670
2017
Q4 		$128K Hold
1,155
– – 0.01% 667
2017
Q3 		$115K Sell
1,155
-829
-42% -$84.8K 0.01% 657
2017
Q2 		$198K Sell
1,984
-46
-2% -$4.52K 0.02% 499
2017
Q1 		$191K Buy
2,030
+125
+7% +$11.2K 0.02% 496
2016
Q4 		$165K Buy
1,905
+277
+17% +$24.3K 0.02% 500
2016
Q3 		$153K Buy
1,628
+178
+12% +$17.1K 0.02% 505
2016
Q2 		$146K Hold
1,450
– – 0.02% 508
2016
Q1 		$126K Buy
+1,450
New +$123K 0.02% 529

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Geneos Wealth Management reduced its Crown Castle (CCI) stake by 28% in Q1 2026, selling an estimated $20.7K and leaving 617 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Geneos Wealth Management first reported a position in CCI in Q1 2016 and has held it in 41 quarters since. The position peaked at $671K in Q1 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Geneos Wealth Management held 617 shares of Crown Castle worth $50.2K as of Q1 2026.
  • Geneos Wealth Management sold 240 Crown Castle shares in Q1 2026, an estimated $20.7K.
  • Crown Castle made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1426 holding.
  • Geneos Wealth Management first reported a position in Crown Castle in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Crown Castle position peaked at $671K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

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