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Geneos Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Geneos Wealth Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
5
– – ﹤0.01% 2010
2026
Q1 		$9.42K Hold
5
– – ﹤0.01% 2003
2025
Q4 		$10.7K Hold
5
– – ﹤0.01% 1943
2025
Q3 		$8.95K Sell
5
-1
-17% -$1.97K ﹤0.01% 1993
2025
Q2 		$11.7K Buy
6
+3
+100% +$5.44K ﹤0.01% 2262
2025
Q1 		$5.56K Buy
3
+1
+50% +$2.04K ﹤0.01% 2477
2024
Q4 		$4.23K Sell
2
-4
-67% -$8.38K ﹤0.01% 2394
2024
Q3 		$11K Sell
6
-34
-85% -$64.9K ﹤0.01% 1803
2024
Q2 		$67.5K Buy
40
+35
+700% +$58.5K ﹤0.01% 974
2024
Q1 		$8.18K Sell
5
-35
-88% -$52.6K ﹤0.01% 1591
2023
Q4 		$56.8K Buy
40
+1
+3% +$1.4K ﹤0.01% 1023
2023
Q3 		$53.9K Hold
39
– – ﹤0.01% 1061
2023
Q2 		$50.1K Buy
39
+33
+550% +$38.2K ﹤0.01% 1078
2023
Q1 		$5.84K Buy
6
+2
+50% +$1.49K ﹤0.01% 1694
2022
Q4 		$3.03K Hold
4
– – ﹤0.01% 1812
2022
Q3 		$3K Sell
4
-13
-76% -$10.2K ﹤0.01% 1778
2022
Q2 		$11K Sell
17
-5
-23% -$3.26K ﹤0.01% 1900
2022
Q1 		$14K Buy
+22
New +$17.1K ﹤0.01% 1937
2019
Q3 		– Sell
-10
Closed -$4K – 2505
2019
Q2 		$4K Hold
10
– – ﹤0.01% 2154
2019
Q1 		$4K Sell
10
-17
-63% -$7.06K ﹤0.01% 2085
2018
Q4 		$10K Hold
27
– – ﹤0.01% 1782
2018
Q3 		$12K Sell
27
-13
-33% -$5.73K ﹤0.01% 1780
2018
Q2 		$16K Hold
40
– – ﹤0.01% 1536
2018
Q1 		$16K Hold
40
– – ﹤0.01% 1475
2017
Q4 		$16K Hold
40
– – ﹤0.01% 1464
2017
Q3 		$14K Hold
40
– – ﹤0.01% 1453
2017
Q2 		$14K Hold
40
– – ﹤0.01% 1404
2017
Q1 		$13K Hold
40
– – ﹤0.01% 1394
2016
Q4 		$14K Hold
40
– – ﹤0.01% 1325
2016
Q3 		$11K Hold
40
– – ﹤0.01% 1333
2016
Q2 		$10K Hold
40
– – ﹤0.01% 1322
2016
Q1 		$9K Buy
+40
New +$9.61K ﹤0.01% 1339

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geneos Wealth Management's FCNCA Position: Q2 2026 in Review

Geneos Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 5 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Geneos Wealth Management first reported a position in FCNCA in Q1 2016 and has held it in 32 quarters since. The position peaked at $67.5K in Q2 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Geneos Wealth Management held 5 shares of First Citizens BancShares worth $10.4K as of Q2 2026.
  • Geneos Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2010 holding.
  • Geneos Wealth Management first reported a position in First Citizens BancShares in Q1 2016 and has held it in 32 quarters since.
  • Geneos Wealth Management's First Citizens BancShares position peaked at $67.5K in Q2 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.