Geneos Wealth Management’s Equity Lifestyle Properties ELS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.1K	Hold	450	–	–	﹤0.01%	1648
2025 Q4	$27.3K	Hold	450	–	–	﹤0.01%	1620
2025 Q3	$27.3K	Sell	450 -10	-2%	-$607	﹤0.01%	1605
2025 Q2	$28.4K	Sell	460 -460	-50%	-$29.3K	﹤0.01%	1863
2025 Q1	$61.4K	Buy	920 +470	+104%	+$31.4K	﹤0.01%	1810
2024 Q4	$30K	Buy	+450	New	+$31.2K	﹤0.01%	1539
2022 Q1	–	Sell	-450	Closed	-$39K	–	2808
2021 Q4	$39K	Hold	450	–	–	﹤0.01%	1588
2021 Q3	$35K	Hold	450	–	–	﹤0.01%	1657
2021 Q2	$33K	Hold	450	–	–	﹤0.01%	1668
2021 Q1	$31K	Hold	450	–	–	﹤0.01%	1855
2020 Q4	$28K	Hold	450	–	–	﹤0.01%	1727
2020 Q3	$28K	Hold	450	–	–	﹤0.01%	1499
2020 Q2	$27K	Hold	450	–	–	﹤0.01%	1488
2020 Q1	$25K	Hold	450	–	–	﹤0.01%	1413
2019 Q4	$31K	Hold	450	–	–	﹤0.01%	1486
2019 Q3	$30K	Hold	450	–	–	﹤0.01%	1420
2019 Q2	$27K	Hold	450	–	–	﹤0.01%	1486
2019 Q1	$25K	Hold	450	–	–	﹤0.01%	1462
2018 Q4	$21K	Sell	450 -28	-6%	-$1.35K	﹤0.01%	1483
2018 Q3	$23K	Buy	478 +28	+6%	+$1.31K	﹤0.01%	1507
2018 Q2	$20K	Hold	450	–	–	﹤0.01%	1439
2018 Q1	$19K	Hold	450	–	–	﹤0.01%	1407
2017 Q4	$20K	Hold	450	–	–	﹤0.01%	1374
2017 Q3	$19K	Hold	450	–	–	﹤0.01%	1331
2017 Q2	$19K	Hold	450	–	–	﹤0.01%	1294
2017 Q1	$17K	Hold	450	–	–	﹤0.01%	1292
2016 Q4	$16K	Hold	450	–	–	﹤0.01%	1265
2016 Q3	$17K	Hold	450	–	–	﹤0.01%	1181
2016 Q2	$17K	Hold	450	–	–	﹤0.01%	1163
2016 Q1	$16K	Buy	+450	New	+$15.4K	﹤0.01%	1152

Other funds holding ELS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Geneos Wealth Management held its Equity Lifestyle Properties (ELS) position steady in Q1 2026 at 450 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Geneos Wealth Management first reported a position in ELS in Q1 2016 and has held it in 30 quarters since. The position peaked at $61.4K in Q1 2025. 493 funds tracked by Wall St. Rank hold ELS as of Q1 2026.

Geneos Wealth Management held 450 shares of Equity Lifestyle Properties worth $28.1K as of Q1 2026.
Geneos Wealth Management left its Equity Lifestyle Properties share count unchanged in Q1 2026.
Equity Lifestyle Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1648 holding.
Geneos Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2016 and has held it in 30 quarters since.
Geneos Wealth Management's Equity Lifestyle Properties position peaked at $61.4K in Q1 2025.
493 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2026.

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