Geneos Wealth Management Inc. Cohen & Steers Real Estate Opportunities & Income Fund Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Cohen & Steers Real Estate Opportunities & Income Fund stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,316 shares of RLTY stock, worth $49,640. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,316
Previous 3,527 5.98%
Holding current value
$49,640
Previous $54,000 7.41%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$13.19 - $15.44 $2,783 - $3,257
-211 Reduced 5.98%
3,316 $50,000
Q1 2025

May 21, 2025
SELL
$14.39 - $15.91 $7,482 - $8,273
-520 Reduced 12.85%
3,527 $54,000
Q1 2025

May 07, 2025
BUY
$14.39 - $15.91 $50,724 - $56,082
3,525 Added 675.29%
4,047 $62,000
Q4 2024

Jan 21, 2025
BUY
$14.68 - $17.32 $2,348 - $2,771
160 Added 44.2%
522 $7,000
Q3 2024

Nov 14, 2024
BUY
$14.15 - $17.51 $5,122 - $6,338
362 New
362 $6,000

Others Institutions Holding RLTY

# of Institutions
43
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About Cohen & Steers Real Estate Opportunities & Income Fund

RLTY Quotes by TradingView
  • Ticker RLTY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about RLTY
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