Geneos Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9K | Sell |
1,000
-1,000
| -50% | -$56.9K | ﹤0.01% | 1501 |
|
|
2025
Q1 | $114K | Sell |
2,000
-285
| -12% | -$16.2K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $141K | Buy |
+2,285
| New | +$141K | ﹤0.01% | 956 |
|
|
2022
Q1 | – | Sell |
-4,208
| Closed | -$313K | – | 2782 |
|
|
2021
Q4 | $313K | Hold |
4,208
| – | – | 0.01% | 721 |
|
|
2021
Q3 | $291K | Hold |
4,208
| – | – | 0.01% | 723 |
|
|
2021
Q2 | $315K | Hold |
4,208
| – | – | 0.01% | 675 |
|
|
2021
Q1 | $326K | Hold |
4,208
| – | – | 0.01% | 760 |
|
|
2020
Q4 | $334K | Hold |
4,208
| – | – | 0.01% | 650 |
|
|
2020
Q3 | $224K | Hold |
4,208
| – | – | 0.01% | 653 |
|
|
2020
Q2 | $221K | Hold |
4,208
| – | – | 0.01% | 639 |
|
|
2020
Q1 | $241K | Hold |
4,208
| – | – | 0.02% | 558 |
|
|
2019
Q4 | $297K | Hold |
4,208
| – | – | 0.02% | 557 |
|
|
2019
Q3 | $260K | Hold |
4,208
| – | – | 0.02% | 572 |
|
|
2019
Q2 | $277K | Hold |
4,208
| – | – | 0.02% | 569 |
|
|
2019
Q1 | $251K | Hold |
4,208
| – | – | 0.02% | 576 |
|
|
2018
Q4 | $243K | Hold |
4,208
| – | – | 0.02% | 547 |
|
|
2018
Q3 | $256K | Hold |
4,208
| – | – | 0.02% | 560 |
|
|
2018
Q2 | $248K | Hold |
4,208
| – | – | 0.02% | 509 |
|
|
2018
Q1 | $225K | Hold |
4,208
| – | – | 0.02% | 513 |
|
|
2017
Q4 | $226K | Hold |
4,208
| – | – | 0.02% | 499 |
|
|
2017
Q3 | $232K | Hold |
4,208
| – | – | 0.02% | 472 |
|
|
2017
Q2 | $234K | Hold |
4,208
| – | – | 0.02% | 459 |
|
|
2017
Q1 | $231K | Hold |
4,208
| – | – | 0.02% | 444 |
|
|
2016
Q4 | $260K | Hold |
4,208
| – | – | 0.03% | 404 |
|
|
2016
Q3 | $202K | Hold |
4,208
| – | – | 0.03% | 443 |
|
|
2016
Q2 | $170K | Hold |
4,208
| – | – | 0.02% | 476 |
|
|
2016
Q1 | $161K | Buy |
+4,208
| New | +$161K | 0.02% | 475 |
|