Geneos Wealth Management’s BankFinancial BFIN Stock Holding History

Geneos Wealth Management’s Portfolio BFIN Stock Details BFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-690	Closed	-$8.28K	–	2479
2025 Q4	$8.28K	Hold	690	–	–	﹤0.01%	2012
2025 Q3	$8.3K	Hold	690	–	–	﹤0.01%	2017
2025 Q2	$7.98K	Buy	690 +345	+100%	+$4.12K	﹤0.01%	2404
2025 Q1	$4.36K	Hold	345	–	–	﹤0.01%	2560
2024 Q4	$4.38K	Hold	345	–	–	﹤0.01%	2382
2024 Q3	$4.2K	Buy	+345	New	+$3.94K	﹤0.01%	2119
2022 Q3	–	Sell	-3,000	Closed	-$28K	–	2062
2022 Q2	$28K	Buy	+3,000	New	+$29.8K	﹤0.01%	1522

Other funds holding BFIN

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's BFIN Position: Q1 2026 in Review

Geneos Wealth Management sold out of BankFinancial (BFIN) in Q1 2026, closing a stake of 690 shares — an estimated $8.28K sold.

Geneos Wealth Management first reported a position in BFIN in Q2 2022 and held it in 7 quarters. The position peaked at $28K in Q2 2022. 1 fund tracked by Wall St. Rank holds BFIN as of Q1 2026.

Geneos Wealth Management reported no remaining BankFinancial position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 690 BankFinancial shares in Q1 2026, an estimated $8.28K.
Geneos Wealth Management first reported a position in BankFinancial in Q2 2022 and held it in 7 quarters.
Geneos Wealth Management's BankFinancial position peaked at $28K in Q2 2022.
1 fund tracked by Wall St. Rank held BankFinancial as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.