C
GBNY

Covestor’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Covestor’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,441
Closed -$54K – 2879
2024
Q3 		$54K Buy
+3,441
New +$38.4K 0.03% 853

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Covestor's GBNY Position: Q4 2024 in Review

Covestor sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q4 2024, closing a stake of 3,441 shares — an estimated $54K sold.

Covestor first reported a position in GBNY in Q3 2024 and held it in 1 quarter. The position peaked at $54K in Q3 2024. 5 funds tracked by Wall St. Rank hold GBNY as of Q4 2024.

  • Covestor reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 3,441 Generations Bancorp NY, Inc. Common Stock shares in Q4 2024, an estimated $54K.
  • Covestor first reported a position in Generations Bancorp NY, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
  • Covestor's Generations Bancorp NY, Inc. Common Stock position peaked at $54K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.