Geneos Wealth Management’s Banco Bradesco BBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.08K | Hold |
312
| – | – | ﹤0.01% | 2412 |
|
|
2026
Q1 | $1.14K | Hold |
312
| – | – | ﹤0.01% | 2390 |
|
|
2025
Q4 | $1.04K | Hold |
312
| – | – | ﹤0.01% | 2406 |
|
|
2025
Q3 | $1.05K | Sell |
312
-3,050
| -91% | -$9.21K | ﹤0.01% | 2402 |
|
|
2025
Q2 | $10.4K | Sell |
3,362
-11,420
| -77% | -$30K | ﹤0.01% | 2314 |
|
|
2025
Q1 | $33K | Buy |
14,782
+10,754
| +267% | +$22.3K | ﹤0.01% | 2117 |
|
|
2024
Q4 | $7.69K | Sell |
4,028
-572
| -12% | -$1.34K | ﹤0.01% | 2164 |
|
|
2024
Q3 | $12.2K | Buy |
4,600
+4,288
| +1,374% | +$11K | ﹤0.01% | 1759 |
|
|
2024
Q2 | $699 | Hold |
312
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q1 | $892 | Hold |
312
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q4 | $1.09K | Buy |
+312
| New | +$979 | ﹤0.01% | 2001 |
|
|
2022
Q3 | – | Sell |
-727
| Closed | -$2K | – | 2053 |
|
|
2022
Q2 | $2K | Hold |
727
| – | – | ﹤0.01% | 2359 |
|
|
2022
Q1 | $3K | Buy |
727
+1
| +0.1% | +$4 | ﹤0.01% | 2445 |
|
|
2021
Q4 | $2K | Hold |
726
| – | – | ﹤0.01% | 2560 |
|
|
2021
Q3 | $2K | Hold |
726
| – | – | ﹤0.01% | 2626 |
|
|
2021
Q2 | $3K | Sell |
726
-73
| -9% | -$317 | ﹤0.01% | 2554 |
|
|
2021
Q1 | $2K | Buy |
799
+73
| +10% | +$280 | ﹤0.01% | 2862 |
|
|
2020
Q4 | $2K | Hold |
726
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q3 | $2K | Hold |
726
| – | – | ﹤0.01% | 2379 |
|
|
2020
Q2 | $2K | Sell |
726
-1
| -0.1% | -$3 | ﹤0.01% | 2335 |
|
|
2020
Q1 | $2K | Hold |
727
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q4 | $4K | Hold |
727
| – | – | ﹤0.01% | 2217 |
|
|
2019
Q3 | $4K | Hold |
727
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q2 | $5K | Hold |
727
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q1 | $4K | Hold |
727
| – | – | ﹤0.01% | 2071 |
|
|
2018
Q4 | $4K | Hold |
727
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q3 | $3K | Sell |
727
-667
| -48% | -$3.07K | ﹤0.01% | 2159 |
|
|
2018
Q2 | $5K | Buy |
1,394
+668
| +92% | +$3.63K | ﹤0.01% | 1901 |
|
|
2018
Q1 | $4K | Hold |
726
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q4 | $4K | Hold |
726
| – | – | ﹤0.01% | 1857 |
|
|
2017
Q3 | $4K | Hold |
726
| – | – | ﹤0.01% | 1799 |
|
|
2017
Q2 | $3K | Sell |
726
-1
| -0.1% | -$5 | ﹤0.01% | 1828 |
|
|
2017
Q1 | $3K | Hold |
727
| – | – | ﹤0.01% | 1787 |
|
|
2016
Q4 | $3K | Sell |
727
-1,014
| -58% | -$4.76K | ﹤0.01% | 1736 |
|
|
2016
Q3 | $8K | Hold |
1,741
| – | – | ﹤0.01% | 1427 |
|
|
2016
Q2 | $7K | Hold |
1,741
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q1 | $6K | Buy |
+1,741
| New | +$4.53K | ﹤0.01% | 1431 |
|
Other funds holding BBD
AF
AIM
IUHSA
Geneos Wealth Management's BBD Position: Q2 2026 in Review
Geneos Wealth Management held its Banco Bradesco (BBD) position steady in Q2 2026 at 312 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.
Geneos Wealth Management first reported a position in BBD in Q1 2016 and has held it in 37 quarters since. The position peaked at $33K in Q1 2025. 294 funds tracked by Wall St. Rank hold BBD as of Q2 2026.
- Geneos Wealth Management held 312 shares of Banco Bradesco worth $1.08K as of Q2 2026.
- Geneos Wealth Management left its Banco Bradesco share count unchanged in Q2 2026.
- Banco Bradesco made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2412 holding.
- Geneos Wealth Management first reported a position in Banco Bradesco in Q1 2016 and has held it in 37 quarters since.
- Geneos Wealth Management's Banco Bradesco position peaked at $33K in Q1 2025.
- 294 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.