Geneos Wealth Management’s First Busey Corp BUSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,316	Closed	-$53K	–	2585
2025 Q2	$53K	Buy	2,316 +36	+2%	+$780	﹤0.01%	1536
2025 Q1	$49.2K	Buy	2,280 +2,004	+726%	+$46.5K	﹤0.01%	1484
2024 Q4	$6.5K	Hold	276	–	–	﹤0.01%	2223
2024 Q3	$7.18K	Buy	+276	New	+$7.2K	﹤0.01%	1949
2021 Q4	–	Sell	-1,112	Closed	-$28K	–	2775
2021 Q3	$28K	Hold	1,112	–	–	﹤0.01%	1752
2021 Q2	$27K	Hold	1,112	–	–	﹤0.01%	1761
2021 Q1	$27K	Sell	1,112 -75	-6%	-$1.77K	﹤0.01%	1912
2020 Q4	$30K	Hold	1,187	–	–	﹤0.01%	1694
2020 Q3	$18K	Hold	1,187	–	–	﹤0.01%	1693
2020 Q2	$20K	Buy	1,187 +35	+3%	+$606	﹤0.01%	1613
2020 Q1	$18K	Hold	1,152	–	–	﹤0.01%	1545
2019 Q4	$31K	Hold	1,152	–	–	﹤0.01%	1482
2019 Q3	$29K	Hold	1,152	–	–	﹤0.01%	1435
2019 Q2	$30K	Hold	1,152	–	–	﹤0.01%	1429
2019 Q1	$28K	Hold	1,152	–	–	﹤0.01%	1407
2018 Q4	$28K	Hold	1,152	–	–	﹤0.01%	1349
2018 Q3	$35K	Hold	1,152	–	–	﹤0.01%	1329
2018 Q2	$36K	Buy	1,152 +40	+4%	+$1.25K	﹤0.01%	1195
2018 Q1	$33K	Hold	1,112	–	–	﹤0.01%	1180
2017 Q4	$33K	Buy	+1,112	New	+$34.6K	﹤0.01%	1184

Other funds holding BUSE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geneos Wealth Management's BUSE Position: Q3 2025 in Review

Geneos Wealth Management sold out of First Busey Corp (BUSE) in Q3 2025, closing a stake of 2,316 shares — an estimated $53K sold.

Geneos Wealth Management first reported a position in BUSE in Q4 2017 and held it in 20 quarters. The position peaked at $53K in Q2 2025. 225 funds tracked by Wall St. Rank hold BUSE as of Q3 2025.

Geneos Wealth Management reported no remaining First Busey Corp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 2,316 First Busey Corp shares in Q3 2025, an estimated $53K.
Geneos Wealth Management first reported a position in First Busey Corp in Q4 2017 and held it in 20 quarters.
Geneos Wealth Management's First Busey Corp position peaked at $53K in Q2 2025.
225 funds tracked by Wall St. Rank held First Busey Corp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.