Geneos Wealth Management’s Camden Property Trust CPT Stock Holding History

Geneos Wealth Management’s Portfolio CPT Stock Details CPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-70	Closed	-$8.56K	–	3133
2025 Q1	$8.56K	Sell	70 -60	-46%	-$7.05K	﹤0.01%	2609
2024 Q4	$15.1K	Hold	130	–	–	﹤0.01%	1863
2024 Q3	$16.1K	Buy	130 +20	+18%	+$2.37K	﹤0.01%	1644
2024 Q2	$12K	Buy	+110	New	+$11.4K	﹤0.01%	1502
2022 Q3	–	Sell	-400	Closed	-$54K	–	2117
2022 Q2	$54K	Hold	400	–	–	﹤0.01%	1246
2022 Q1	$66K	Hold	400	–	–	﹤0.01%	1246
2021 Q4	$71K	Sell	400 -1	-0.2%	-$165	﹤0.01%	1316
2021 Q3	$59K	Hold	401	–	–	﹤0.01%	1405
2021 Q2	$53K	Hold	401	–	–	﹤0.01%	1451
2021 Q1	$48K	Sell	401 -1	-0.2%	-$104	﹤0.01%	1656
2020 Q4	$45K	Buy	402 +2	+0.5%	+$194	﹤0.01%	1498
2020 Q3	$36K	Hold	400	–	–	﹤0.01%	1383
2020 Q2	$35K	Hold	400	–	–	﹤0.01%	1372
2020 Q1	$34K	Hold	400	–	–	﹤0.01%	1270
2019 Q4	$42K	Hold	400	–	–	﹤0.01%	1339
2019 Q3	$44K	Hold	400	–	–	﹤0.01%	1245
2019 Q2	$41K	Hold	400	–	–	﹤0.01%	1290
2019 Q1	$40K	Hold	400	–	–	﹤0.01%	1243
2018 Q4	$34K	Sell	400 -26	-6%	-$2.38K	﹤0.01%	1270
2018 Q3	$39K	Buy	426 +26	+7%	+$2.42K	﹤0.01%	1280
2018 Q2	$36K	Hold	400	–	–	﹤0.01%	1196
2018 Q1	$33K	Hold	400	–	–	﹤0.01%	1181
2017 Q4	$36K	Hold	400	–	–	﹤0.01%	1147
2017 Q3	$36K	Hold	400	–	–	﹤0.01%	1096
2017 Q2	$34K	Hold	400	–	–	﹤0.01%	1080
2017 Q1	$32K	Sell	400 -75	-16%	-$6.17K	﹤0.01%	1057
2016 Q4	$39K	Hold	475	–	–	0.01%	924
2016 Q3	$39K	Hold	475	–	–	0.01%	906
2016 Q2	$42K	Hold	475	–	–	0.01%	862
2016 Q1	$39K	Buy	+475	New	+$36.3K	0.01%	874

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's CPT Position: Q2 2025 in Review

Geneos Wealth Management sold out of Camden Property Trust (CPT) in Q2 2025, closing a stake of 70 shares — an estimated $8.56K sold.

Geneos Wealth Management first reported a position in CPT in Q1 2016 and held it in 30 quarters. The position peaked at $71K in Q4 2021. 610 funds tracked by Wall St. Rank hold CPT as of Q2 2025.

Geneos Wealth Management reported no remaining Camden Property Trust position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 70 Camden Property Trust shares in Q2 2025, an estimated $8.56K.
Geneos Wealth Management first reported a position in Camden Property Trust in Q1 2016 and held it in 30 quarters.
Geneos Wealth Management's Camden Property Trust position peaked at $71K in Q4 2021.
610 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.