Geneos Wealth Management’s Columbia Banking Systems COLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,128	Closed	-$26.4K	–	2632
2025 Q2	$26.4K	Sell	1,128 -1,783	-61%	-$41.3K	﹤0.01%	1899
2025 Q1	$72.6K	Buy	2,911 +2,503	+613%	+$66.7K	﹤0.01%	1727
2024 Q4	$11K	Hold	408	–	–	﹤0.01%	2015
2024 Q3	$10.7K	Buy	+408	New	+$9.72K	﹤0.01%	1820
2016 Q2	–	Sell	-5,768	Closed	-$174K	–	1810
2016 Q1	$174K	Buy	+5,768	New	+$169K	0.03%	461

Other funds holding COLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's COLB Position: Q3 2025 in Review

Geneos Wealth Management sold out of Columbia Banking Systems (COLB) in Q3 2025, closing a stake of 1,128 shares — an estimated $26.4K sold.

Geneos Wealth Management first reported a position in COLB in Q1 2016 and held it in 5 quarters. The position peaked at $174K in Q1 2016. 474 funds tracked by Wall St. Rank hold COLB as of Q3 2025.

Geneos Wealth Management reported no remaining Columbia Banking Systems position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,128 Columbia Banking Systems shares in Q3 2025, an estimated $26.4K.
Geneos Wealth Management first reported a position in Columbia Banking Systems in Q1 2016 and held it in 5 quarters.
Geneos Wealth Management's Columbia Banking Systems position peaked at $174K in Q1 2016.
474 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.