Geneos Wealth Management’s Community Bank CBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.1K	Hold	1,000	–	–	﹤0.01%	1360
2026 Q1	$58.6K	Hold	1,000	–	–	﹤0.01%	1360
2025 Q4	$57.4K	Hold	1,000	–	–	﹤0.01%	1342
2025 Q3	$58.6K	Hold	1,000	–	–	﹤0.01%	1319
2025 Q2	$56.9K	Hold	1,000	–	–	﹤0.01%	1501
2025 Q1	$56.9K	Sell	1,000 -1,285	-56%	-$79.6K	﹤0.01%	1421
2024 Q4	$141K	Buy	+2,285	New	+$146K	﹤0.01%	956
2022 Q1	–	Sell	-4,208	Closed	-$313K	–	2783
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	+$157K	0.02%	475

Other funds holding CBU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Geneos Wealth Management held its Community Bank (CBU) position steady in Q2 2026 at 1,000 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Geneos Wealth Management first reported a position in CBU in Q1 2016 and has held it in 31 quarters since. The position peaked at $334K in Q4 2020. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Geneos Wealth Management held 1,000 shares of Community Bank worth $67.1K as of Q2 2026.
Geneos Wealth Management left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1360 holding.
Geneos Wealth Management first reported a position in Community Bank in Q1 2016 and has held it in 31 quarters since.
Geneos Wealth Management's Community Bank position peaked at $334K in Q4 2020.
280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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