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 Q3	$26.8K	Buy	460 +10	+2%	+$636	﹤0.01%	1977
2026 Q2	$29K	Hold	450	–	–	﹤0.01%	1674
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	Hold	460	–	–	﹤0.01%	1863
2025 Q1	$30.7K	Buy	460 +10	+2%	+$668	﹤0.01%	1726
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geneos Wealth Management's ELS Position: Q3 2026 in Review

Geneos Wealth Management increased its Equity Lifestyle Properties (ELS) stake by 2.2% in Q3 2026, buying an estimated $636 and bringing the position to 460 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Geneos Wealth Management first reported a position in ELS in Q1 2016 and has held it in 32 quarters since. The position peaked at $39K in Q4 2021. 259 funds tracked by Wall St. Rank hold ELS as of Q3 2026.

Geneos Wealth Management held 460 shares of Equity Lifestyle Properties worth $26.8K as of Q3 2026.
Geneos Wealth Management bought 10 Equity Lifestyle Properties shares in Q3 2026, an estimated $636.
Equity Lifestyle Properties made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1977 holding.
Geneos Wealth Management first reported a position in Equity Lifestyle Properties in Q1 2016 and has held it in 32 quarters since.
Geneos Wealth Management's Equity Lifestyle Properties position peaked at $39K in Q4 2021.
259 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.