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Geneos Wealth Management’s Customers Bancorp CUBI Stock Holding History

Geneos Wealth Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$1.61K – 3095
2024
Q4 		$1.61K Sell
33
-1
-3% -$50 ﹤0.01% 2667
2024
Q3 		$1.58K Buy
+34
New +$1.77K ﹤0.01% 2353
2022
Q2 		– Sell
-13
Closed – – 2623
2022
Q1 		$0 Buy
+13
New +$792 ﹤0.01% 2796
2017
Q1 		– Sell
-31
Closed -$1K – 2073
2016
Q4 		$1K Buy
+31
New +$916 ﹤0.01% 1937

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's CUBI Position: Q1 2025 in Review

Geneos Wealth Management sold out of Customers Bancorp (CUBI) in Q1 2025, closing a stake of 33 shares — an estimated $1.61K sold.

Geneos Wealth Management first reported a position in CUBI in Q4 2016 and held it in 4 quarters. The position peaked at $1.61K in Q4 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q1 2025.

  • Geneos Wealth Management reported no remaining Customers Bancorp position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 33 Customers Bancorp shares in Q1 2025, an estimated $1.61K.
  • Geneos Wealth Management first reported a position in Customers Bancorp in Q4 2016 and held it in 4 quarters.
  • Geneos Wealth Management's Customers Bancorp position peaked at $1.61K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.