Geneos Wealth Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $583 | Buy |
+2
| New | +$538 | ﹤0.01% | 2463 |
|
|
2026
Q1 | – | Sell |
-2
| Closed | -$523 | – | 2500 |
|
|
2025
Q4 | $523 | Hold |
2
| – | – | ﹤0.01% | 2457 |
|
|
2025
Q3 | $535 | Sell |
2
-400
| -100% | -$108K | ﹤0.01% | 2460 |
|
|
2025
Q2 | $114K | Buy |
402
+15
| +4% | +$4.21K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $119K | Buy |
387
+64
| +20% | +$18.7K | ﹤0.01% | 1091 |
|
|
2024
Q4 | $92.2K | Hold |
323
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q3 | $95.4K | Buy |
323
+321
| +16,050% | +$93.1K | ﹤0.01% | 980 |
|
|
2024
Q2 | $544 | Sell |
2
-4
| -67% | -$1.03K | ﹤0.01% | 2045 |
|
|
2024
Q1 | $1.47K | Sell |
6
-45
| -88% | -$10.7K | ﹤0.01% | 1949 |
|
|
2023
Q4 | $12.6K | Buy |
51
+2
| +4% | +$441 | ﹤0.01% | 1486 |
|
|
2023
Q3 | $10.4K | Hold |
49
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q2 | $11.5K | Sell |
49
-9
| -16% | -$1.97K | ﹤0.01% | 1540 |
|
|
2023
Q1 | $12.1K | Sell |
58
-11
| -16% | -$2.43K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $14.6K | Hold |
69
| – | – | ﹤0.01% | 1426 |
|
|
2022
Q3 | $16K | Buy |
+69
| New | +$18.7K | ﹤0.01% | 1387 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2811 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2661 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2733 |
|
|
2021
Q2 | $1K | Sell |
5
-52
| -91% | -$15.3K | ﹤0.01% | 2748 |
|
|
2021
Q1 | $16K | Hold |
57
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q4 | $1K | Buy |
+57
| New | +$13.2K | ﹤0.01% | 2785 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$15K | – | 2502 |
|
|
2019
Q1 | $15K | Hold |
52
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 1718 |
|
|
2018
Q3 | $12K | Hold |
52
| – | – | ﹤0.01% | 1779 |
|
|
2018
Q2 | $12K | Hold |
52
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q1 | $12K | Hold |
52
| – | – | ﹤0.01% | 1574 |
|
|
2017
Q4 | $12K | Hold |
52
| – | – | ﹤0.01% | 1560 |
|
|
2017
Q3 | $13K | Hold |
52
| – | – | ﹤0.01% | 1476 |
|
|
2017
Q2 | $13K | Hold |
52
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q1 | $12K | Sell |
52
-2
| -4% | -$459 | ﹤0.01% | 1415 |
|
|
2016
Q4 | $12K | Hold |
54
| – | – | ﹤0.01% | 1379 |
|
|
2016
Q3 | $12K | Buy |
54
+2
| +4% | +$455 | ﹤0.01% | 1302 |
|
|
2016
Q2 | $11K | Hold |
52
| – | – | ﹤0.01% | 1291 |
|
|
2016
Q1 | $12K | Buy |
+52
| New | +$11.4K | ﹤0.01% | 1249 |
|
Other funds holding ESS
Geneos Wealth Management's ESS Position: Q2 2026 in Review
Geneos Wealth Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 2 shares worth $583. The stake represents ﹤0.01% of the portfolio and ranks #2463 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ESS as recently as Q4 2025.
Geneos Wealth Management first reported a position in ESS in Q1 2016 and has held it in 33 quarters since. The position peaked at $119K in Q1 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Geneos Wealth Management held 2 shares of Essex Property Trust worth $583 as of Q2 2026.
- Essex Property Trust was a new Geneos Wealth Management position in Q2 2026.
- Essex Property Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2463 holding.
- Geneos Wealth Management first reported a position in Essex Property Trust in Q1 2016 and has held it in 33 quarters since.
- Geneos Wealth Management's Essex Property Trust position peaked at $119K in Q1 2025.
- 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.