Geneos Wealth Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-684
| Closed | -$37.8K | – | 2572 |
|
|
2025
Q2 | $37.8K | Hold |
684
| – | – | ﹤0.01% | 1720 |
|
|
2025
Q1 | $32.4K | Sell |
684
-135
| -16% | -$6.77K | ﹤0.01% | 1699 |
|
|
2024
Q4 | $44K | Hold |
819
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q3 | $44.6K | Buy |
819
+684
| +507% | +$33.2K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $6.17K | Hold |
135
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q1 | $6.99K | Sell |
135
-137
| -50% | -$6.57K | ﹤0.01% | 1635 |
|
|
2023
Q4 | $13.2K | Sell |
272
-10,379
| -97% | -$457K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $486K | Sell |
10,651
-587
| -5% | -$28.1K | 0.03% | 475 |
|
|
2023
Q2 | $562K | Buy |
11,238
+8,995
| +401% | +$446K | 0.03% | 437 |
|
|
2023
Q1 | $113K | Sell |
2,243
-6,318
| -74% | -$324K | 0.01% | 808 |
|
|
2022
Q4 | $419K | Buy |
8,561
+1,326
| +18% | +$65.4K | 0.03% | 455 |
|
|
2022
Q3 | $344K | Buy |
7,235
+139
| +2% | +$7.95K | 0.02% | 468 |
|
|
2022
Q2 | $417K | Buy |
7,096
+1,029
| +17% | +$66.8K | 0.02% | 542 |
|
|
2022
Q1 | $435K | Sell |
6,067
-200
| -3% | -$14.5K | 0.02% | 568 |
|
|
2021
Q4 | $449K | Buy |
6,267
+300
| +5% | +$19.8K | 0.02% | 611 |
|
|
2021
Q3 | $371K | Buy |
5,967
+410
| +7% | +$25.6K | 0.01% | 653 |
|
|
2021
Q2 | $361K | Buy |
5,557
+4,730
| +572% | +$306K | 0.01% | 639 |
|
|
2021
Q1 | $52K | Hold |
827
| – | – | ﹤0.01% | 1607 |
|
|
2020
Q4 | $51K | Sell |
827
-564
| -41% | -$26.7K | ﹤0.01% | 1448 |
|
|
2020
Q3 | $56K | Hold |
1,391
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $55K | Sell |
1,391
-1,000
| -42% | -$39.9K | ﹤0.01% | 1172 |
|
|
2020
Q1 | $92K | Buy |
2,391
+500
| +26% | +$25.3K | 0.01% | 861 |
|
|
2019
Q4 | $106K | Hold |
1,891
| – | – | 0.01% | 927 |
|
|
2019
Q3 | $108K | Sell |
1,891
-96
| -5% | -$5.16K | 0.01% | 867 |
|
|
2019
Q2 | $107K | Buy |
1,987
+766
| +63% | +$40.9K | 0.01% | 881 |
|
|
2019
Q1 | $65K | Buy |
1,221
+43
| +4% | +$2.36K | ﹤0.01% | 1015 |
|
|
2018
Q4 | $59K | Hold |
1,178
| – | – | ﹤0.01% | 1016 |
|
|
2018
Q3 | $70K | Sell |
1,178
-49
| -4% | -$2.86K | ﹤0.01% | 1022 |
|
|
2018
Q2 | $70K | Buy |
1,227
+49
| +4% | +$2.95K | 0.01% | 908 |
|
|
2018
Q1 | $72K | Hold |
1,178
| – | – | 0.01% | 858 |
|
|
2017
Q4 | $76K | Hold |
1,178
| – | – | 0.01% | 842 |
|
|
2017
Q3 | $75K | Hold |
1,178
| – | – | 0.01% | 800 |
|
|
2017
Q2 | $70K | Hold |
1,178
| – | – | 0.01% | 802 |
|
|
2017
Q1 | $68K | Buy |
1,178
+278
| +31% | +$16.5K | 0.01% | 781 |
|
|
2016
Q4 | $50K | Hold |
900
| – | – | 0.01% | 837 |
|
|
2016
Q3 | $47K | Hold |
900
| – | – | 0.01% | 833 |
|
|
2016
Q2 | $44K | Sell |
900
-20
| -2% | -$983 | 0.01% | 852 |
|
|
2016
Q1 | $43K | Buy |
+920
| New | +$37.7K | 0.01% | 839 |
|
Other funds holding BNS
SC
Geneos Wealth Management's BNS Position: Q3 2025 in Review
Geneos Wealth Management sold out of Scotiabank (BNS) in Q3 2025, closing a stake of 684 shares — an estimated $37.8K sold.
Geneos Wealth Management first reported a position in BNS in Q1 2016 and held it in 38 quarters. The position peaked at $562K in Q2 2023. 461 funds tracked by Wall St. Rank hold BNS as of Q3 2025.
- Geneos Wealth Management reported no remaining Scotiabank position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 684 Scotiabank shares in Q3 2025, an estimated $37.8K.
- Geneos Wealth Management first reported a position in Scotiabank in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's Scotiabank position peaked at $562K in Q2 2023.
- 461 funds tracked by Wall St. Rank held Scotiabank as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.