Geneos Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$65.1K	Sell	507 -566	-53%	-$72.7K	﹤0.01%	1435
2025 Q1	$134K	Buy	1,073 +813	+313%	+$102K	﹤0.01%	1410
2024 Q4	$34.9K	Hold	260	–	–	﹤0.01%	1463
2024 Q3	$29.1K	Buy	260 +54	+26%	+$6.04K	﹤0.01%	1407
2024 Q2	$20.9K	Buy	206 +66	+47%	+$6.71K	﹤0.01%	1335
2024 Q1	$15.8K	Hold	140	–	–	﹤0.01%	1432
2023 Q4	$15.2K	Buy	140 +6	+4%	+$651	﹤0.01%	1440
2023 Q3	$12.2K	Hold	134	–	–	﹤0.01%	1510
2023 Q2	$14.4K	Hold	134	–	–	﹤0.01%	1475
2023 Q1	$14.1K	Hold	134	–	–	﹤0.01%	1451
2022 Q4	$17.9K	Hold	134	–	–	﹤0.01%	1361
2022 Q3	$17K	Hold	134	–	–	﹤0.01%	1371
2022 Q2	$15K	Hold	134	–	–	﹤0.01%	1801
2022 Q1	$18K	Sell	134 -300	-69%	-$40.3K	﹤0.01%	1845
2021 Q4	$54K	Hold	434	–	–	﹤0.01%	1443
2021 Q3	$53K	Hold	434	–	–	﹤0.01%	1462
2021 Q2	$48K	Hold	434	–	–	﹤0.01%	1498
2021 Q1	$52K	Hold	434	–	–	﹤0.01%	1608
2020 Q4	$48K	Sell	434 -106	-20%	-$11.7K	﹤0.01%	1473
2020 Q3	$33K	Hold	540	–	–	﹤0.01%	1422
2020 Q2	$38K	Hold	540	–	–	﹤0.01%	1338
2020 Q1	$29K	Hold	540	–	–	﹤0.01%	1353
2019 Q4	$52K	Hold	540	–	–	﹤0.01%	1227
2019 Q3	$47K	Hold	540	–	–	﹤0.01%	1210
2019 Q2	$50K	Hold	540	–	–	﹤0.01%	1180
2019 Q1	$52K	Hold	540	–	–	﹤0.01%	1113
2018 Q4	$47K	Sell	540 -200	-27%	-$17.4K	﹤0.01%	1124
2018 Q3	$77K	Sell	740 -16	-2%	-$1.67K	0.01%	979
2018 Q2	$81K	Hold	756	–	–	0.01%	854
2018 Q1	$80K	Buy	756 +300	+66%	+$31.7K	0.01%	829
2017 Q4	$43K	Buy	456 +16	+4%	+$1.51K	﹤0.01%	1066
2017 Q3	$41K	Hold	440	–	–	﹤0.01%	1041
2017 Q2	$41K	Hold	440	–	–	﹤0.01%	1004
2017 Q1	$39K	Buy	440 +106	+32%	+$9.4K	﹤0.01%	979
2016 Q4	$29K	Hold	334	–	–	﹤0.01%	1031
2016 Q3	$24K	Hold	334	–	–	﹤0.01%	1059
2016 Q2	$21K	Hold	334	–	–	﹤0.01%	1097
2016 Q1	$18K	Buy	+334	New	+$18K	﹤0.01%	1123