Geneos Wealth Management’s Cathay General Bancorp CATY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-80	Closed	-$3.64K	–	2593
2025 Q2	$3.64K	Sell	80 -88	-52%	-$3.74K	﹤0.01%	2660
2025 Q1	$7.23K	Buy	168 +115	+217%	+$5.28K	﹤0.01%	2666
2024 Q4	$2.52K	Sell	53 -4	-7%	-$193	﹤0.01%	2532
2024 Q3	$2.45K	Buy	+57	New	+$2.38K	﹤0.01%	2253
2021 Q4	–	Sell	-105	Closed	-$4K	–	2779
2021 Q3	$4K	Hold	105	–	–	﹤0.01%	2490
2021 Q2	$4K	Hold	105	–	–	﹤0.01%	2493
2021 Q1	$4K	Hold	105	–	–	﹤0.01%	2703
2020 Q4	$4K	Hold	105	–	–	﹤0.01%	2523
2020 Q3	$2K	Hold	105	–	–	﹤0.01%	2389
2020 Q2	$2K	Hold	105	–	–	﹤0.01%	2338
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	2236
2019 Q4	$4K	Hold	105	–	–	﹤0.01%	2222
2019 Q3	$3K	Hold	105	–	–	﹤0.01%	2204
2019 Q2	$3K	Hold	105	–	–	﹤0.01%	2206
2019 Q1	$3K	Hold	105	–	–	﹤0.01%	2138
2018 Q4	$3K	Hold	105	–	–	﹤0.01%	2095
2018 Q3	$4K	Hold	105	–	–	﹤0.01%	2097
2018 Q2	$4K	Hold	105	–	–	﹤0.01%	1954
2018 Q1	$4K	Hold	105	–	–	﹤0.01%	1885
2017 Q4	$4K	Hold	105	–	–	﹤0.01%	1861
2017 Q3	$4K	Hold	105	–	–	﹤0.01%	1803
2017 Q2	$3K	Sell	105 -23	-18%	-$864	﹤0.01%	1831
2017 Q1	$4K	Sell	128 -32	-20%	-$1.22K	﹤0.01%	1720
2016 Q4	$6K	Hold	160	–	–	﹤0.01%	1561
2016 Q3	$4K	Buy	+160	New	+$4.85K	﹤0.01%	1614

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geneos Wealth Management sold out of Cathay General Bancorp (CATY) in Q3 2025, closing a stake of 80 shares — an estimated $3.64K sold.

Geneos Wealth Management first reported a position in CATY in Q3 2016 and held it in 25 quarters. The position peaked at $7.23K in Q1 2025. 260 funds tracked by Wall St. Rank hold CATY as of Q3 2025.

Geneos Wealth Management reported no remaining Cathay General Bancorp position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 80 Cathay General Bancorp shares in Q3 2025, an estimated $3.64K.
Geneos Wealth Management first reported a position in Cathay General Bancorp in Q3 2016 and held it in 25 quarters.
Geneos Wealth Management's Cathay General Bancorp position peaked at $7.23K in Q1 2025.
260 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2025.

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