Geneos Wealth Management
IRT icon

Geneos Wealth Management’s Independence Realty Trust IRT Stock Holding History

Geneos Wealth Management’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$240K Sell
16,550
-3,779
-19% -$61.3K ﹤0.01% 1021
2026
Q2 		$339K Sell
20,329
-5,531
-21% -$89.5K 0.01% 838
2026
Q1 		$385K Sell
25,860
-4,215
-14% -$69.2K 0.01% 771
2025
Q4 		$526K Sell
30,075
-4,247
-12% -$70.4K 0.01% 647
2025
Q3 		$563K Buy
34,322
+1,353
+4% +$23.4K 0.01% 622
2025
Q2 		$583K Buy
32,969
+5,719
+21% +$107K 0.01% 665
2025
Q1 		$579K Buy
27,250
+1,556
+6% +$31.3K 0.02% 578
2024
Q4 		$510K Sell
25,694
-3,027
-11% -$61.8K 0.02% 581
2024
Q3 		$589K Sell
28,721
-616
-2% -$12.1K 0.02% 516
2024
Q2 		$550K Sell
29,337
-8,977
-23% -$150K 0.02% 471
2024
Q1 		$618K Hold
38,314
– – 0.03% 444
2023
Q4 		$586K Sell
38,314
-1,440
-4% -$19.9K 0.03% 439
2023
Q3 		$559K Hold
39,754
– – 0.03% 443
2023
Q2 		$724K Buy
39,754
+261
+0.7% +$4.46K 0.04% 381
2023
Q1 		$633K Sell
39,493
-1,134
-3% -$19.9K 0.04% 396
2022
Q4 		$685K Sell
40,627
-117
-0.3% -$1.98K 0.04% 355
2022
Q3 		$681K Sell
40,744
-114,783
-74% -$2.32M 0.05% 324
2022
Q2 		$3.27M Buy
155,527
+17,489
+13% +$421K 0.16% 144
2022
Q1 		$3.65M Buy
138,038
+23,483
+20% +$576K 0.16% 149
2021
Q4 		$2.96M Buy
+114,555
New +$2.71M 0.11% 193

Other funds holding IRT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

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

Geneos Wealth Management reduced its Independence Realty Trust (IRT) stake by 19% in Q3 2026, selling an estimated $61.3K and leaving 16,550 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Geneos Wealth Management first reported a position in IRT in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.65M in Q1 2022. 275 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Geneos Wealth Management held 16,550 shares of Independence Realty Trust worth $240K as of Q3 2026.
  • Geneos Wealth Management sold 3,779 Independence Realty Trust shares in Q3 2026, an estimated $61.3K.
  • Independence Realty Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1021 holding.
  • Geneos Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and has held it in 20 quarters since.
  • Geneos Wealth Management's Independence Realty Trust position peaked at $3.65M in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

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