Geneos Wealth Management’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $80.8K | Buy |
676
+326
| +93% | +$39.8K | ﹤0.01% | 1244 |
|
|
2025
Q4 | $41.7K | Hold |
350
| – | – | ﹤0.01% | 1464 |
|
|
2025
Q3 | $43.4K | Sell |
350
-23
| -6% | -$2.89K | ﹤0.01% | 1439 |
|
|
2025
Q2 | $45.7K | Sell |
373
-152
| -29% | -$17.8K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $61.7K | Buy |
525
+350
| +200% | +$41.3K | ﹤0.01% | 1804 |
|
|
2024
Q4 | $20.7K | Sell |
175
-1,462
| -89% | -$181K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $192K | Buy |
1,637
+1,462
| +835% | +$169K | 0.01% | 780 |
|
|
2024
Q2 | $18.6K | Hold |
175
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q1 | $18.2K | Hold |
175
| – | – | ﹤0.01% | 1384 |
|
|
2023
Q4 | $19.3K | Hold |
175
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q3 | $15.8K | Hold |
175
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q2 | $15.7K | Hold |
175
| – | – | ﹤0.01% | 1448 |
|
|
2023
Q1 | $15.9K | Hold |
175
| – | – | ﹤0.01% | 1417 |
|
|
2022
Q4 | $16.3K | Sell |
175
-61
| -26% | -$5.87K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $20K | Hold |
236
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q2 | $19K | Hold |
236
| – | – | ﹤0.01% | 1697 |
|
|
2022
Q1 | $18K | Hold |
236
| – | – | ﹤0.01% | 1846 |
|
|
2021
Q4 | $19K | Sell |
236
-57
| -19% | -$4.57K | ﹤0.01% | 1902 |
|
|
2021
Q3 | $23K | Hold |
293
| – | – | ﹤0.01% | 1841 |
|
|
2021
Q2 | $21K | Sell |
293
-67
| -19% | -$5.3K | ﹤0.01% | 1890 |
|
|
2021
Q1 | $27K | Hold |
360
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q4 | $29K | Hold |
360
| – | – | ﹤0.01% | 1709 |
|
|
2020
Q3 | $20K | Hold |
360
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q2 | $21K | Hold |
360
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q1 | $22K | Buy |
+360
| New | +$26.6K | ﹤0.01% | 1465 |
|
Other funds holding CHCO
VPM
VCM
WHG
CHC
