GWM
CMA

Geneos Wealth Management’s Comerica CMA Stock Holding History

Geneos Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-600
Closed -$52.2K – 2486
2025
Q4 		$52.2K Hold
600
– – ﹤0.01% 1374
2025
Q3 		$41.1K Sell
600
-91
-13% -$6.13K ﹤0.01% 1453
2025
Q2 		$41.2K Sell
691
-1,032
-60% -$57.6K ﹤0.01% 1684
2025
Q1 		$102K Buy
1,723
+1,302
+309% +$81.8K ﹤0.01% 1563
2024
Q4 		$26K Buy
421
+117
+38% +$7.61K ﹤0.01% 1600
2024
Q3 		$18.2K Buy
304
+4
+1% +$221 ﹤0.01% 1592
2024
Q2 		$15.3K Hold
300
– – ﹤0.01% 1425
2024
Q1 		$16.5K Sell
300
-400
-57% -$20.9K ﹤0.01% 1423
2023
Q4 		$39.1K Hold
700
– – ﹤0.01% 1143
2023
Q3 		$29.1K Hold
700
– – ﹤0.01% 1252
2023
Q2 		$29.7K Buy
700
+200
+40% +$8.08K ﹤0.01% 1250
2023
Q1 		$21.7K Hold
500
– – ﹤0.01% 1321
2022
Q4 		$33.4K Hold
500
– – ﹤0.01% 1188
2022
Q3 		$35K Sell
500
-20
-4% -$1.58K ﹤0.01% 1141
2022
Q2 		$38K Hold
520
– – ﹤0.01% 1393
2022
Q1 		$47K Hold
520
– – ﹤0.01% 1413
2021
Q4 		$45K Hold
520
– – ﹤0.01% 1521
2021
Q3 		$42K Hold
520
– – ﹤0.01% 1565
2021
Q2 		$37K Sell
520
-105
-17% -$7.78K ﹤0.01% 1622
2021
Q1 		$46K Buy
625
+45
+8% +$2.95K ﹤0.01% 1675
2020
Q4 		$1K Buy
+580
New +$28.3K ﹤0.01% 2771
2020
Q1 		– Sell
-20
Closed -$1K – 2495
2019
Q4 		$1K Hold
20
– – ﹤0.01% 2447
2019
Q3 		$1K Sell
20
-130
-87% -$8.61K ﹤0.01% 2379
2019
Q2 		$10K Hold
150
– – ﹤0.01% 1895
2019
Q1 		$10K Hold
150
– – ﹤0.01% 1831
2018
Q4 		$10K Buy
150
+130
+650% +$10.3K ﹤0.01% 1774
2018
Q3 		$1K Hold
20
– – ﹤0.01% 2326
2018
Q2 		$1K Hold
20
– – ﹤0.01% 2171
2018
Q1 		$1K Hold
20
– – ﹤0.01% 2088
2017
Q4 		$1K Hold
20
– – ﹤0.01% 2084
2017
Q3 		$1K Hold
20
– – ﹤0.01% 2028
2017
Q2 		$1K Hold
20
– – ﹤0.01% 1983
2017
Q1 		$1K Hold
20
– – ﹤0.01% 1965
2016
Q4 		$1K Buy
+20
New +$1.17K ﹤0.01% 1932

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's CMA Position: Q1 2026 in Review

Geneos Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 600 shares — an estimated $52.2K sold.

Geneos Wealth Management first reported a position in CMA in Q4 2016 and held it in 34 quarters. The position peaked at $102K in Q1 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Geneos Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 600 Comerica shares in Q1 2026, an estimated $52.2K.
  • Geneos Wealth Management first reported a position in Comerica in Q4 2016 and held it in 34 quarters.
  • Geneos Wealth Management's Comerica position peaked at $102K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.