Geneos Wealth Management’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.6K | Hold |
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|
2025
Q2 | $56.9K | Sell |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $141K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $260K | Hold |
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|
2019
Q2 | $277K | Hold |
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|
2019
Q1 | $251K | Hold |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $226K | Hold |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $234K | Hold |
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|
2017
Q1 | $231K | Hold |
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|
2016
Q4 | $260K | Hold |
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|
2016
Q3 | $202K | Hold |
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|
2016
Q2 | $170K | Hold |
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|
2016
Q1 | $161K | Buy |
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