Geneos Wealth Management’s Business First Bancshares BFST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09M	Hold	36,237	–	–	0.02%	561
2026 Q2	$1.11M	Sell	36,237 -2,000	-5%	-$56.5K	0.02%	520
2026 Q1	$1.03M	Hold	38,237	–	–	0.02%	502
2025 Q4	$1000K	Sell	38,237 -3,400	-8%	-$86K	0.02%	503
2025 Q3	$983K	Hold	41,637	–	–	0.02%	492
2025 Q2	$1.03M	Hold	41,637	–	–	0.03%	526
2025 Q1	$1.01M	Sell	41,637 -1,200	-3%	-$30.9K	0.03%	459
2024 Q4	$1.1M	Hold	42,837	–	–	0.04%	398
2024 Q3	$1.1M	Sell	42,837 -5,000	-10%	-$119K	0.04%	386
2024 Q2	$1.04M	Hold	47,837	–	–	0.05%	352
2024 Q1	$1.07M	Hold	47,837	–	–	0.05%	336
2023 Q4	$1.18M	Hold	47,837	–	–	0.06%	300
2023 Q3	$897K	Hold	47,837	–	–	0.05%	333
2023 Q2	$721K	Hold	47,837	–	–	0.04%	386
2023 Q1	$819K	Hold	47,837	–	–	0.05%	334
2022 Q4	$1.06M	Sell	47,837 -500	-1%	-$11.5K	0.06%	264
2022 Q3	$1.04M	Hold	48,337	–	–	0.07%	250
2022 Q2	$1.05M	Hold	48,337	–	–	0.05%	310
2022 Q1	$1.18M	Hold	48,337	–	–	0.05%	315
2021 Q4	$1.37M	Sell	48,337 -21,333	-31%	-$577K	0.05%	316
2021 Q3	$1.65M	Sell	69,670 -20,000	-22%	-$464K	0.06%	278
2021 Q2	$2.08M	Buy	89,670 +27,000	+43%	+$639K	0.08%	234
2021 Q1	$1.49M	Hold	62,670	–	–	0.04%	330
2020 Q4	$1.5M	Buy	62,670 +59,337	+1,780%	+$1.1M	0.06%	275
2020 Q3	$45K	Hold	3,333	–	–	﹤0.01%	1293
2020 Q2	$47K	Hold	3,333	–	–	﹤0.01%	1235
2020 Q1	$44K	Hold	3,333	–	–	﹤0.01%	1166
2019 Q4	$82K	Hold	3,333	–	–	﹤0.01%	1026
2019 Q3	$81K	Sell	3,333 -12,500	-79%	-$305K	﹤0.01%	970
2019 Q2	$402K	Buy	15,833 +12,500	+375%	+$312K	0.02%	470
2019 Q1	$81K	Hold	3,333	–	–	0.01%	937
2018 Q4	$79K	Hold	3,333	–	–	0.01%	909
2018 Q3	$88K	Hold	3,333	–	–	0.01%	931
2018 Q2	$87K	Buy	+3,333	New	+$85.1K	0.01%	840

Other funds holding BFST

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's BFST Position: Q3 2026 in Review

Geneos Wealth Management held its Business First Bancshares (BFST) position steady in Q3 2026 at 36,237 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #561.

Geneos Wealth Management first reported a position in BFST in Q2 2018 and has held it in 34 quarters since. The position peaked at $2.08M in Q2 2021. 77 funds tracked by Wall St. Rank hold BFST as of Q3 2026.

Geneos Wealth Management held 36,237 shares of Business First Bancshares worth $1.09M as of Q3 2026.
Geneos Wealth Management left its Business First Bancshares share count unchanged in Q3 2026.
Business First Bancshares made up 0.02% of Geneos Wealth Management's portfolio in Q3 2026, its #561 holding.
Geneos Wealth Management first reported a position in Business First Bancshares in Q2 2018 and has held it in 34 quarters since.
Geneos Wealth Management's Business First Bancshares position peaked at $2.08M in Q2 2021.
77 funds tracked by Wall St. Rank held Business First Bancshares as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.