Geneos Wealth Management’s Customers Bancorp CUBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33
| Closed | -$1.61K | – | 3095 |
|
|
2024
Q4 | $1.61K | Sell |
33
-1
| -3% | -$49 | ﹤0.01% | 2667 |
|
|
2024
Q3 | $1.58K | Buy |
+34
| New | +$1.58K | ﹤0.01% | 2353 |
|
|
2022
Q2 | – | Sell |
-13
| Closed | – | – | 2622 |
|
|
2022
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2795 |
|
|
2017
Q1 | – | Sell |
-31
| Closed | -$1K | – | 2073 |
|
|
2016
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1938 |
|