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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
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 Sell
32,969
-25,746
-44% -$483K 0.01% 665
2025
Q1 		$1.25M Buy
58,715
+33,021
+129% +$665K 0.02% 605
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its Independence Realty Trust (IRT) stake by 14% in Q1 2026, selling an estimated $69.2K and leaving 25,860 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #771.

Geneos Wealth Management first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.65M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Geneos Wealth Management held 25,860 shares of Independence Realty Trust worth $385K as of Q1 2026.
  • Geneos Wealth Management sold 4,215 Independence Realty Trust shares in Q1 2026, an estimated $69.2K.
  • Independence Realty Trust made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #771 holding.
  • Geneos Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Geneos Wealth Management's Independence Realty Trust position peaked at $3.65M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

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