GWM
CVLY

Geneos Wealth Management’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Geneos Wealth Management’s Portfolio CVLY Stock Details CVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-453
Closed -$10K – 2665
2022
Q2 		$10K Hold
453
– – ﹤0.01% 1965
2022
Q1 		$9K Hold
453
– – ﹤0.01% 2144
2021
Q4 		$9K Hold
453
– – ﹤0.01% 2242
2021
Q3 		$10K Hold
453
– – ﹤0.01% 2242
2021
Q2 		$9K Hold
453
– – ﹤0.01% 2252
2021
Q1 		$8K Hold
453
– – ﹤0.01% 2507
2020
Q4 		$8K Hold
453
– – ﹤0.01% 2333
2020
Q3 		$5K Buy
+453
New +$5.77K ﹤0.01% 2212
2017
Q4 		– Sell
-353
Closed -$9K – 2225
2017
Q3 		$9K Sell
353
-13,754
-97% -$323K ﹤0.01% 1619
2017
Q2 		$346K Buy
14,107
+2
+0% +$47 0.04% 368
2017
Q1 		$315K Sell
14,105
-114
-0.8% -$2.61K 0.03% 379
2016
Q4 		$351K Buy
14,219
+1
+0% +$20 0.05% 329
2016
Q3 		$255K Buy
14,218
+3
+0% +$52 0.03% 395
2016
Q2 		$238K Buy
14,215
+2
+0% +$34 0.03% 405
2016
Q1 		$236K Buy
+14,213
New +$237K 0.04% 397

Other funds holding CVLY

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geneos Wealth Management's CVLY Position: Q3 2022 in Review

Geneos Wealth Management sold out of Codorus Valley Bancorp Inc (CVLY) in Q3 2022, closing a stake of 453 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in CVLY in Q1 2016 and held it in 15 quarters. The position peaked at $351K in Q4 2016. 44 funds tracked by Wall St. Rank hold CVLY as of Q3 2022.

  • Geneos Wealth Management reported no remaining Codorus Valley Bancorp Inc position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 453 Codorus Valley Bancorp Inc shares in Q3 2022, an estimated $10K.
  • Geneos Wealth Management first reported a position in Codorus Valley Bancorp Inc in Q1 2016 and held it in 15 quarters.
  • Geneos Wealth Management's Codorus Valley Bancorp Inc position peaked at $351K in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.