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Geneos Wealth Management’s Citizens Financial Group CFG Stock Holding History

Geneos Wealth Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.3K Hold
775
– – ﹤0.01% 1429
2026
Q1 		$46.5K Buy
775
+502
+184% +$30.9K ﹤0.01% 1462
2025
Q4 		$15.9K Sell
273
-152
-36% -$8.17K ﹤0.01% 1814
2025
Q3 		$22.6K Sell
425
-7,337
-95% -$365K ﹤0.01% 1682
2025
Q2 		$347K Sell
7,762
-12,561
-62% -$494K 0.01% 815
2025
Q1 		$833K Buy
20,323
+14,541
+251% +$649K 0.01% 729
2024
Q4 		$253K Buy
5,782
+519
+10% +$22.9K 0.01% 766
2024
Q3 		$216K Buy
5,263
+5,208
+9,469% +$210K 0.01% 750
2024
Q2 		$1.98K Hold
55
– – ﹤0.01% 1890
2024
Q1 		$2K Hold
55
– – ﹤0.01% 1899
2023
Q4 		$1.82K Buy
55
+24
+77% +$661 ﹤0.01% 1935
2023
Q3 		$831 Sell
31
-22
-42% -$629 ﹤0.01% 2050
2023
Q2 		$1.38K Sell
53
-672
-93% -$18.5K ﹤0.01% 1987
2023
Q1 		$22K Sell
725
-150
-17% -$5.88K ﹤0.01% 1316
2022
Q4 		$34.4K Buy
875
+725
+483% +$28.3K ﹤0.01% 1176
2022
Q3 		$5K Hold
150
– – ﹤0.01% 1677
2022
Q2 		$5K Hold
150
– – ﹤0.01% 2164
2022
Q1 		$6K Sell
150
-170
-53% -$8.74K ﹤0.01% 2264
2021
Q4 		$15K Buy
320
+170
+113% +$8.19K ﹤0.01% 2010
2021
Q3 		$7K Hold
150
– – ﹤0.01% 2332
2021
Q2 		$6K Sell
150
-1,192
-89% -$56.3K ﹤0.01% 2370
2021
Q1 		$62K Hold
1,342
– – ﹤0.01% 1515
2020
Q4 		$3K Buy
1,342
+1,298
+2,950% +$40.7K ﹤0.01% 2603
2020
Q3 		$1K Sell
44
-515
-92% -$13.1K ﹤0.01% 2495
2020
Q2 		$14K Buy
559
+500
+847% +$11.3K ﹤0.01% 1764
2020
Q1 		$1K Buy
59
+15
+34% +$489 ﹤0.01% 2348
2019
Q4 		$1K Hold
44
– – ﹤0.01% 2443
2019
Q3 		$1K Hold
44
– – ﹤0.01% 2377
2019
Q2 		$1K Buy
+44
New +$1.53K ﹤0.01% 2380

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management held its Citizens Financial Group (CFG) position steady in Q2 2026 at 775 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Geneos Wealth Management first reported a position in CFG in Q2 2019 and has held it in 29 quarters since. The position peaked at $833K in Q1 2025. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Geneos Wealth Management held 775 shares of Citizens Financial Group worth $54.3K as of Q2 2026.
  • Geneos Wealth Management left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1429 holding.
  • Geneos Wealth Management first reported a position in Citizens Financial Group in Q2 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Citizens Financial Group position peaked at $833K in Q1 2025.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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