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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 		$3.62K Buy
189
+94
+99% +$1.83K ﹤0.01% 2617
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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geneos Wealth Management's FBP Position: Q3 2025 in Review

Geneos Wealth Management sold out of First Bancorp (FBP) in Q3 2025, closing a stake of 189 shares — an estimated $3.94K sold.

Geneos Wealth Management first reported a position in FBP in Q3 2016 and held it in 9 quarters. The position peaked at $17K in Q4 2016. 284 funds tracked by Wall St. Rank hold FBP as of Q3 2025.

  • Geneos Wealth Management reported no remaining First Bancorp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 189 First Bancorp shares in Q3 2025, an estimated $3.94K.
  • Geneos Wealth Management first reported a position in First Bancorp in Q3 2016 and held it in 9 quarters.
  • Geneos Wealth Management's First Bancorp position peaked at $17K in Q4 2016.
  • 284 funds tracked by Wall St. Rank held First Bancorp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.