Geneos Wealth Management’s Evans Bancorp Inc EVBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-61	Closed	-$2K	–	3151
2021 Q1	$2K	Hold	61	–	–	﹤0.01%	2960
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	2740
2020 Q3	$1K	Hold	61	–	–	﹤0.01%	2593
2020 Q2	$1K	Buy	+61	New	+$1.5K	﹤0.01%	2530
2020 Q1	–	Sell	-41	Closed	-$1K	–	2628
2019 Q4	$1K	Hold	41	–	–	﹤0.01%	2515
2019 Q3	$1K	Hold	41	–	–	﹤0.01%	2451
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	2453
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	2369
2018 Q4	$1K	Hold	41	–	–	﹤0.01%	2346
2018 Q3	$1K	Buy	+41	New	+$1.93K	﹤0.01%	2383

Other funds holding EVBN

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geneos Wealth Management's EVBN Position: Q2 2021 in Review

Geneos Wealth Management sold out of Evans Bancorp Inc (EVBN) in Q2 2021, closing a stake of 61 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in EVBN in Q3 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 54 funds tracked by Wall St. Rank hold EVBN as of Q2 2021.

Geneos Wealth Management reported no remaining Evans Bancorp Inc position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 61 Evans Bancorp Inc shares in Q2 2021, an estimated $2K.
Geneos Wealth Management first reported a position in Evans Bancorp Inc in Q3 2018 and held it in 10 quarters.
Geneos Wealth Management's Evans Bancorp Inc position peaked at $2K in Q1 2021.
54 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.