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Geneos Wealth Management’s Banner Corp BANR Stock Holding History

Geneos Wealth Management’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$1.16K – 2544
2025
Q2 		$1.16K Buy
+18
New +$1.11K ﹤0.01% 2940
2021
Q2 		– Sell
-85
Closed -$4K – 2867
2021
Q1 		$4K Buy
+85
New +$4.42K ﹤0.01% 2696

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's BANR Position: Q3 2025 in Review

Geneos Wealth Management sold out of Banner Corp (BANR) in Q3 2025, closing a stake of 18 shares — an estimated $1.16K sold.

Geneos Wealth Management first reported a position in BANR in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 225 funds tracked by Wall St. Rank hold BANR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Banner Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 18 Banner Corp shares in Q3 2025, an estimated $1.16K.
  • Geneos Wealth Management first reported a position in Banner Corp in Q1 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Banner Corp position peaked at $4K in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Banner Corp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.