Geneos Wealth Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $189K | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $421K | Buy |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $735K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $499K | Sell |
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|
2018
Q3 | $582K | Sell |
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|
2018
Q2 | $661K | Sell |
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|
2018
Q1 | $705K | Buy |
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|
2017
Q4 | $689K | Buy |
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|
2017
Q3 | $570K | Buy |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $330K | Sell |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $269K | Buy |
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|
2016
Q2 | $249K | Sell |
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|
2016
Q1 | $258K | Buy |
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