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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	41,637 -41,637	-50%	-$1.03M	0.03%	526
2025 Q1	$2.03M	Buy	83,274 +40,437	+94%	+$985K	0.03%	486
2024 Q4	$1.1M	Hold	42,837	–	–	0.04%	398
2024 Q3	$1.1M	Sell	42,837 -5,000	-10%	-$128K	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%	-$11.1K	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%	-$604K	0.05%	316
2021 Q3	$1.65M	Sell	69,670 -20,000	-22%	-$473K	0.06%	278
2021 Q2	$2.08M	Buy	89,670 +27,000	+43%	+$625K	0.08%	234
2021 Q1	$1.49M	Hold	62,670	–	–	0.04%	330
2020 Q4	$1.5M	Buy	62,670 +59,337	+1,780%	+$1.42M	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%	-$304K	﹤0.01%	970
2019 Q2	$402K	Buy	15,833 +12,500	+375%	+$317K	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	+$87K	0.01%	840