Geneos Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.7K | Hold |
360
| – | – | ﹤0.01% | 1418 |
|
|
2026
Q1 | $49.3K | Buy |
360
+1
| +0.3% | +$138 | ﹤0.01% | 1441 |
|
|
2025
Q4 | $45.5K | Buy |
359
+1
| +0.3% | +$125 | ﹤0.01% | 1429 |
|
|
2025
Q3 | $45.4K | Sell |
358
-149
| -29% | -$19.4K | ﹤0.01% | 1424 |
|
|
2025
Q2 | $65.1K | Sell |
507
-566
| -53% | -$69.2K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $134K | Buy |
1,073
+813
| +313% | +$109K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $34.9K | Hold |
260
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q3 | $29.1K | Buy |
260
+54
| +26% | +$5.9K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $20.9K | Buy |
206
+66
| +47% | +$6.91K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $15.8K | Hold |
140
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q4 | $15.2K | Buy |
140
+6
| +4% | +$583 | ﹤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% | -$41.7K | ﹤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% | -$8.33K | ﹤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% | -$19.5K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $77K | Sell |
740
-16
| -2% | -$1.78K | 0.01% | 979 |
|
|
2018
Q2 | $81K | Hold |
756
| – | – | 0.01% | 854 |
|
|
2018
Q1 | $80K | Buy |
756
+300
| +66% | +$31.3K | 0.01% | 829 |
|
|
2017
Q4 | $43K | Buy |
456
+16
| +4% | +$1.54K | ﹤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% | +$9.54K | ﹤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 | +$17.3K | ﹤0.01% | 1123 |
|
Other funds holding CFR
Geneos Wealth Management's CFR Position: Q2 2026 in Review
Geneos Wealth Management held its Cullen/Frost Bankers (CFR) position steady in Q2 2026 at 360 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.
Geneos Wealth Management first reported a position in CFR in Q1 2016 and has held it in 42 quarters since. The position peaked at $134K in Q1 2025. 566 funds tracked by Wall St. Rank hold CFR as of Q2 2026.
- Geneos Wealth Management held 360 shares of Cullen/Frost Bankers worth $55.7K as of Q2 2026.
- Geneos Wealth Management left its Cullen/Frost Bankers share count unchanged in Q2 2026.
- Cullen/Frost Bankers made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1418 holding.
- Geneos Wealth Management first reported a position in Cullen/Frost Bankers in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Cullen/Frost Bankers position peaked at $134K in Q1 2025.
- 566 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.