Geneos Wealth Management’s Bank Of The James BOTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-35	Closed	–	–	2602
2022 Q1	$0	Buy	+35	New	+$539	﹤0.01%	2770
2019 Q2	–	Sell	-145	Closed	-$1K	–	2491
2019 Q1	$1K	Sell	145 -220	-60%	-$2.83K	﹤0.01%	2302
2018 Q4	$4K	Buy	365 +255	+232%	+$3.31K	﹤0.01%	2027
2018 Q3	$1K	Hold	110	–	–	﹤0.01%	2322
2018 Q2	$1K	Hold	110	–	–	﹤0.01%	2169
2018 Q1	$1K	Buy	+110	New	+$1.51K	﹤0.01%	2087

Other funds holding BOTJ

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

PWW

Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Geneos Wealth Management's BOTJ Position: Q2 2022 in Review

Geneos Wealth Management sold out of Bank Of The James (BOTJ) in Q2 2022, closing a stake of 35 shares.

Geneos Wealth Management first reported a position in BOTJ in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2018. 24 funds tracked by Wall St. Rank hold BOTJ as of Q2 2022.

Geneos Wealth Management reported no remaining Bank Of The James position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 35 Bank Of The James shares in Q2 2022.
Geneos Wealth Management first reported a position in Bank Of The James in Q1 2018 and held it in 6 quarters.
Geneos Wealth Management's Bank Of The James position peaked at $4K in Q4 2018.
24 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.