Geneos Wealth Management’s Sila Realty Trust SILA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Sell
38,766
-2,751
-7% -$80.4K 0.02% 504
2026
Q1
$983K Sell
41,517
-592
-1% -$14.5K 0.02% 514
2025
Q4
$982K Sell
42,109
-1,702
-4% -$40K 0.02% 506
2025
Q3
$1.1M Sell
43,811
-13,853
-24% -$345K 0.03% 461
2025
Q2
$1.36M Sell
57,664
-41,945
-42% -$1.06M 0.03% 452
2025
Q1
$2.87M Buy
99,609
+54,750
+122% +$1.37M 0.04% 405
2024
Q4
$1.09M Buy
+44,859
New +$1.13M 0.04% 401

Other funds holding SILA

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

Geneos Wealth Management reduced its Sila Realty Trust (SILA) stake by 6.6% in Q2 2026, selling an estimated $80.4K and leaving 38,766 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #504.

Geneos Wealth Management first reported a position in SILA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q1 2025. 262 funds tracked by Wall St. Rank hold SILA as of Q2 2026.

  • Geneos Wealth Management held 38,766 shares of Sila Realty Trust worth $1.18M as of Q2 2026.
  • Geneos Wealth Management sold 2,751 Sila Realty Trust shares in Q2 2026, an estimated $80.4K.
  • Sila Realty Trust made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Geneos Wealth Management first reported a position in Sila Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Sila Realty Trust position peaked at $2.87M in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Sila Realty Trust as of Q2 2026.

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