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Geneos Wealth Management’s City Holding Co CHCO Stock Holding History

Geneos Wealth Management’s Portfolio CHCO Stock Details CHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Sell
176
-500
-74% -$62.8K ﹤0.01% 1743
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 Buy
373
+198
+113% +$23.2K ﹤0.01% 1623
2025
Q1 		$20.6K Hold
175
– – ﹤0.01% 1938
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Geneos Wealth Management reduced its City Holding Co (CHCO) stake by 74% in Q2 2026, selling an estimated $62.8K and leaving 176 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Geneos Wealth Management first reported a position in CHCO in Q1 2020 and has held it in 26 quarters since. The position peaked at $192K in Q3 2024. 252 funds tracked by Wall St. Rank hold CHCO as of Q2 2026.

  • Geneos Wealth Management held 176 shares of City Holding Co worth $23.3K as of Q2 2026.
  • Geneos Wealth Management sold 500 City Holding Co shares in Q2 2026, an estimated $62.8K.
  • City Holding Co made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1743 holding.
  • Geneos Wealth Management first reported a position in City Holding Co in Q1 2020 and has held it in 26 quarters since.
  • Geneos Wealth Management's City Holding Co position peaked at $192K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held City Holding Co as of Q2 2026.

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