GWM
CFB

Geneos Wealth Management’s CrossFirst Bankshares, Inc. Common Stock CFB Stock Holding History

Geneos Wealth Management’s Portfolio CFB Stock Details CFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-144,540
Closed -$1.18M – 3022
2020
Q3 		$1.18M Hold
144,540
– – 0.06% 263
2020
Q2 		$1.36M Buy
144,540
+67,776
+88% +$620K 0.08% 240
2020
Q1 		$602K Buy
+76,764
New +$925K 0.04% 345

Other funds holding CFB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geneos Wealth Management's CFB Position: Q4 2020 in Review

Geneos Wealth Management sold out of CrossFirst Bankshares, Inc. Common Stock (CFB) in Q4 2020, closing a stake of 144,540 shares — an estimated $1.18M sold.

Geneos Wealth Management first reported a position in CFB in Q1 2020 and held it in 3 quarters. The position peaked at $1.36M in Q2 2020. 88 funds tracked by Wall St. Rank hold CFB as of Q4 2020.

  • Geneos Wealth Management reported no remaining CrossFirst Bankshares, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 144,540 CrossFirst Bankshares, Inc. Common Stock shares in Q4 2020, an estimated $1.18M.
  • Geneos Wealth Management first reported a position in CrossFirst Bankshares, Inc. Common Stock in Q1 2020 and held it in 3 quarters.
  • Geneos Wealth Management's CrossFirst Bankshares, Inc. Common Stock position peaked at $1.36M in Q2 2020.
  • 88 funds tracked by Wall St. Rank held CrossFirst Bankshares, Inc. Common Stock as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.