Geneos Wealth Management’s CVB Financial CVBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-52	Closed	-$1.03K	–	2649
2025 Q2	$1.03K	Sell	52 -500	-91%	-$9.31K	﹤0.01%	2978
2025 Q1	$11.2K	Buy	+552	New	+$11K	﹤0.01%	2531
2020 Q3	–	Sell	-10,024	Closed	-$178K	–	2645
2020 Q2	$178K	Hold	10,024	–	–	0.01%	705
2020 Q1	$192K	Hold	10,024	–	–	0.01%	625
2019 Q4	$215K	Hold	10,024	–	–	0.01%	681
2019 Q3	$209K	Hold	10,024	–	–	0.01%	648
2019 Q2	$210K	Hold	10,024	–	–	0.01%	654
2019 Q1	$211K	Hold	10,024	–	–	0.01%	623
2018 Q4	$202K	Buy	10,024 +65	+0.7%	+$1.41K	0.01%	601
2018 Q3	$222K	Buy	9,959 +62	+0.6%	+$1.46K	0.01%	603
2018 Q2	$221K	Buy	9,897 +61	+0.6%	+$1.4K	0.02%	544
2018 Q1	$222K	Buy	9,836 +57	+0.6%	+$1.34K	0.02%	516
2017 Q4	$230K	Buy	9,779 +58	+0.6%	+$1.38K	0.02%	498
2017 Q3	$234K	Buy	9,721 +61	+0.6%	+$1.31K	0.02%	468
2017 Q2	$216K	Buy	9,660 +57	+0.6%	+$1.22K	0.02%	477
2017 Q1	$212K	Buy	+9,603	New	+$219K	0.02%	467

Other funds holding CVBF

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of CVB Financial (CVBF) in Q3 2025, closing a stake of 52 shares — an estimated $1.03K sold.

Geneos Wealth Management first reported a position in CVBF in Q1 2017 and held it in 16 quarters. The position peaked at $234K in Q3 2017. 257 funds tracked by Wall St. Rank hold CVBF as of Q3 2025.

Geneos Wealth Management reported no remaining CVB Financial position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 52 CVB Financial shares in Q3 2025, an estimated $1.03K.
Geneos Wealth Management first reported a position in CVB Financial in Q1 2017 and held it in 16 quarters.
Geneos Wealth Management's CVB Financial position peaked at $234K in Q3 2017.
257 funds tracked by Wall St. Rank held CVB Financial as of Q3 2025.

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