Broker-dealer · Form D Item 12
Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (FINRA CRD 120894) is named in Item 12 of the Form D filings for 11 DST offerings with a Top1031 record, from 2010 to 2026.
- FINRA CRD
- 120894
- DST offerings
- 11
- Sponsors
- 3
- First named
- 2010
- Latest named
- 2026
- Source
- SEC Form D, Item 12
Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.
A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.
Offerings by year
| Year first filed | Offerings |
|---|---|
| 2024 | 2 |
| 2012 | 3 |
| 2011 | 3 |
| 2009 | 3 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Bluerock Value Exchange | 1 |
| Inland Private Capital | 9 |
| Thompson National Properties | 1 |
Offerings that name Geneos Wealth Management, Inc.
Historical (11)
$120.5MDec 27, 2024
Sold out
Sawyer on LincolnInland Private CapitalMultifamily · Columbia, South CarolinaSEC filing, Aug 4, 2025
$128.7MNov 6, 2024Sold out
PNS Grocery (Pick 'n Save - Sheboygan 25th St)Inland Private CapitalNet lease · Sheboygan, WISEC filing, Aug 21, 2013
$7.5MMay 25, 2012Historical
Gander Mountain - College Station, TXInland Private CapitalNet lease · College Station, TXSEC filing, Aug 23, 2012
$11.6MApr 19, 2012Historical
$5.2MFeb 7, 2012
Sold out
$14.6MOct 11, 2011
Historical
Grocery & Pharmacy Portfolio DSTInland Private CapitalNet lease · Twin Oaks, MOSEC filing, Feb 8, 2012
$23.4MSep 1, 2011Historical
Tanasbourne Super-Sport (24 Hour Fitness)Thompson National PropertiesNet lease · Beaverton, ORSEC filing, Jul 19, 2011
$5.5MJun 2, 2011Historical
$19.6MOct 26, 2009
Historical
$37.8MMar 31, 2009
Historical
$47.1MMar 30, 2009
Historical
Data updated Aug 6, 2026