Geneos Wealth Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03K | Sell |
52
-500
| -91% | -$9.89K | ﹤0.01% | 2978 |
|
|
2025
Q1 | $11.2K | Buy |
+552
| New | +$11.2K | ﹤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% | +$1.31K | 0.01% | 601 |
|
|
2018
Q3 | $222K | Buy |
9,959
+62
| +0.6% | +$1.38K | 0.01% | 603 |
|
|
2018
Q2 | $221K | Buy |
9,897
+61
| +0.6% | +$1.36K | 0.02% | 544 |
|
|
2018
Q1 | $222K | Buy |
9,836
+57
| +0.6% | +$1.29K | 0.02% | 516 |
|
|
2017
Q4 | $230K | Buy |
9,779
+58
| +0.6% | +$1.36K | 0.02% | 498 |
|
|
2017
Q3 | $234K | Buy |
9,721
+61
| +0.6% | +$1.47K | 0.02% | 468 |
|
|
2017
Q2 | $216K | Buy |
9,660
+57
| +0.6% | +$1.28K | 0.02% | 477 |
|
|
2017
Q1 | $212K | Buy |
+9,603
| New | +$212K | 0.02% | 467 |
|