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Geneos Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Geneos Wealth Management’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2K Hold
90
– – ﹤0.01% 2175
2026
Q1 		$4.43K Buy
+90
New +$4.67K ﹤0.01% 2183
2025
Q3 		– Sell
-534
Closed -$31.6K – 2595
2025
Q2 		$31.6K Buy
534
+42
+9% +$2.46K ﹤0.01% 1808
2025
Q1 		$29.2K Buy
492
+226
+85% +$13.8K ﹤0.01% 1751
2024
Q4 		$15.7K Buy
266
+4
+2% +$241 ﹤0.01% 1844
2024
Q3 		$14.1K Buy
+262
New +$14.5K ﹤0.01% 1696
2023
Q2 		– Sell
-17
Closed -$875 – 2073
2023
Q1 		$875 Hold
17
– – ﹤0.01% 2003
2022
Q4 		$1.02K Sell
17
-1
-6% -$58 ﹤0.01% 1961
2022
Q3 		$0 Hold
18
– – ﹤0.01% 2089
2022
Q2 		$0 Hold
18
– – ﹤0.01% 2609
2022
Q1 		$1K Hold
18
– – ﹤0.01% 2618
2021
Q4 		$1K Sell
18
-1
-5% -$56 ﹤0.01% 2648
2021
Q3 		$1K Hold
19
– – ﹤0.01% 2715
2021
Q2 		$1K Hold
19
– – ﹤0.01% 2732
2021
Q1 		$1K Buy
+19
New +$1.09K ﹤0.01% 2992

Other funds holding CBSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geneos Wealth Management's CBSH Position: Q2 2026 in Review

Geneos Wealth Management held its Commerce Bancshares (CBSH) position steady in Q2 2026 at 90 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Geneos Wealth Management first reported a position in CBSH in Q1 2021 and has held it in 15 quarters since. The position peaked at $31.6K in Q2 2025. 506 funds tracked by Wall St. Rank hold CBSH as of Q2 2026.

  • Geneos Wealth Management held 90 shares of Commerce Bancshares worth $5.2K as of Q2 2026.
  • Geneos Wealth Management left its Commerce Bancshares share count unchanged in Q2 2026.
  • Commerce Bancshares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2175 holding.
  • Geneos Wealth Management first reported a position in Commerce Bancshares in Q1 2021 and has held it in 15 quarters since.
  • Geneos Wealth Management's Commerce Bancshares position peaked at $31.6K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.