Geneos Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6K | Sell |
509
-683
| -57% | -$42.5K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $74.2K | Buy |
1,192
+939
| +371% | +$58.4K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $15.7K | Buy |
253
+3
| +1% | +$187 | ﹤0.01% | 1844 |
|
|
2024
Q3 | $14.1K | Buy |
+250
| New | +$14.1K | ﹤0.01% | 1696 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$875 | – | 2073 |
|
|
2023
Q1 | $875 | Hold |
17
| – | – | ﹤0.01% | 2003 |
|
|
2022
Q4 | $1.02K | Hold |
17
| – | – | ﹤0.01% | 1961 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 2088 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 2608 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2617 |
|
|
2021
Q4 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 2648 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2715 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2732 |
|
|
2021
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2992 |
|