Geneos Wealth Management’s Extra Space Storage EXR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Sell	1,110 -188	-14%	-$26.9K	﹤0.01%	1066
2026 Q1	$170K	Hold	1,298	–	–	﹤0.01%	1012
2025 Q4	$169K	Sell	1,298 -100	-7%	-$13.6K	﹤0.01%	975
2025 Q3	$197K	Hold	1,398	–	–	0.01%	910
2025 Q2	$206K	Sell	1,398 -3,102	-69%	-$451K	0.01%	980
2025 Q1	$668K	Buy	4,500 +2,225	+98%	+$337K	0.01%	797
2024 Q4	$340K	Hold	2,275	–	–	0.01%	674
2024 Q3	$410K	Sell	2,275 -25	-1%	-$4.22K	0.02%	605
2024 Q2	$357K	Hold	2,300	–	–	0.02%	571
2024 Q1	$338K	Hold	2,300	–	–	0.02%	576
2023 Q4	$369K	Sell	2,300 -113	-5%	-$14.4K	0.02%	536
2023 Q3	$293K	Buy	2,413 +2,063	+589%	+$277K	0.02%	584
2023 Q2	$52.1K	Hold	350	–	–	﹤0.01%	1070
2023 Q1	$57K	Hold	350	–	–	﹤0.01%	1028
2022 Q4	$51.5K	Hold	350	–	–	﹤0.01%	1050
2022 Q3	$60K	Hold	350	–	–	﹤0.01%	965
2022 Q2	$61K	Sell	350 -34	-9%	-$6.3K	﹤0.01%	1192
2022 Q1	$78K	Buy	384 +100	+35%	+$19.9K	﹤0.01%	1186
2021 Q4	$64K	Sell	284 -36	-11%	-$7.13K	﹤0.01%	1368
2021 Q3	$54K	Hold	320	–	–	﹤0.01%	1450
2021 Q2	$53K	Sell	320 -198	-38%	-$29.7K	﹤0.01%	1455
2021 Q1	$77K	Buy	518 +2	+0.4%	+$242	﹤0.01%	1405
2020 Q4	$42K	Buy	516 +198	+62%	+$22.5K	﹤0.01%	1541
2020 Q3	$33K	Hold	318	–	–	﹤0.01%	1426
2020 Q2	$28K	Hold	318	–	–	﹤0.01%	1465
2020 Q1	$30K	Hold	318	–	–	﹤0.01%	1340
2019 Q4	$33K	Hold	318	–	–	﹤0.01%	1461
2019 Q3	$37K	Hold	318	–	–	﹤0.01%	1321
2019 Q2	$33K	Sell	318 -9	-3%	-$946	﹤0.01%	1392
2019 Q1	$33K	Buy	327 +9	+3%	+$864	﹤0.01%	1344
2018 Q4	$28K	Sell	318 -39	-11%	-$3.55K	﹤0.01%	1351
2018 Q3	$30K	Buy	357 +14	+4%	+$1.3K	﹤0.01%	1403
2018 Q2	$34K	Hold	343	–	–	﹤0.01%	1224
2018 Q1	$29K	Hold	343	–	–	﹤0.01%	1234
2017 Q4	$29K	Buy	343 +25	+8%	+$2.11K	﹤0.01%	1241
2017 Q3	$25K	Hold	318	–	–	﹤0.01%	1240
2017 Q2	$24K	Hold	318	–	–	﹤0.01%	1200
2017 Q1	$23K	Buy	318 +68	+27%	+$5.13K	﹤0.01%	1187
2016 Q4	$19K	Sell	250 -400	-62%	-$29.4K	﹤0.01%	1200
2016 Q3	$51K	Hold	650	–	–	0.01%	803
2016 Q2	$58K	Buy	650 +50	+8%	+$4.52K	0.01%	751
2016 Q1	$56K	Buy	+600	New	+$52.1K	0.01%	763

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's EXR Position: Q2 2026 in Review

Geneos Wealth Management reduced its Extra Space Storage (EXR) stake by 14% in Q2 2026, selling an estimated $26.9K and leaving 1,110 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Geneos Wealth Management first reported a position in EXR in Q1 2016 and has held it in 42 quarters since. The position peaked at $668K in Q1 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Geneos Wealth Management held 1,110 shares of Extra Space Storage worth $161K as of Q2 2026.
Geneos Wealth Management sold 188 Extra Space Storage shares in Q2 2026, an estimated $26.9K.
Extra Space Storage made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1066 holding.
Geneos Wealth Management first reported a position in Extra Space Storage in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Extra Space Storage position peaked at $668K in Q1 2025.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.