Geneos Wealth Management’s Cohen & Steers Real Estate Opportunities and Income Fund RLTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$50.3K	Sell	3,316 -4,258	-56%	-$64.6K	﹤0.01%	1566
2025 Q1	$116K	Buy	7,574 +7,052	+1,351%	+$108K	﹤0.01%	1488
2024 Q4	$7.72K	Buy	522 +160	+44%	+$2.37K	﹤0.01%	2163
2024 Q3	$6.19K	Buy	+362	New	+$6.19K	﹤0.01%	2002