Geneos Wealth Management’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.03K | Sell |
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|
2025
Q1 | $11.2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $178K | Hold |
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|
2020
Q1 | $192K | Hold |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $209K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $234K | Buy |
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|
2017
Q2 | $216K | Buy |
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|
2017
Q1 | $212K | Buy |
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