GWM
FBP icon

Geneos Wealth Management’s First Bancorp FBP Stock Holding History

Geneos Wealth Management’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-189
Closed -$3.94K – 2728
2025
Q2 		$3.94K Hold
189
– – ﹤0.01% 2639
2025
Q1 		$9.07K Buy
189
+94
+99% +$1.83K ﹤0.01% 2593
2024
Q4 		$1.77K Buy
+95
New +$1.92K ﹤0.01% 2646
2018
Q1 		– Sell
-386
Closed -$1K – 2190
2017
Q4 		$1K Hold
386
– – ﹤0.01% 2092
2017
Q3 		$1K Hold
386
– – ﹤0.01% 2039
2017
Q2 		$2K Hold
386
– – ﹤0.01% 1919
2017
Q1 		$2K Sell
386
-2,190
-85% -$13.9K ﹤0.01% 1881
2016
Q4 		$17K Buy
2,576
+2,190
+567% +$12.9K ﹤0.01% 1249
2016
Q3 		$2K Buy
+386
New +$1.79K ﹤0.01% 1770

Other funds holding FBP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return