Geneos Wealth Management’s Greene County Bancorp GCBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-214	Closed	-$3K	–	2434
2018 Q4	$3K	Sell	214 -1,232	-85%	-$19.8K	﹤0.01%	2109
2018 Q3	$23K	Sell	1,446 -46	-3%	-$785	﹤0.01%	1511
2018 Q2	$25K	Sell	1,492 -882	-37%	-$14.4K	﹤0.01%	1354
2018 Q1	$43K	Hold	2,374	–	–	﹤0.01%	1052
2017 Q4	$38K	Buy	2,374 +248	+12%	+$3.87K	﹤0.01%	1124
2017 Q3	$31K	Hold	2,126	–	–	﹤0.01%	1153
2017 Q2	$28K	Hold	2,126	–	–	﹤0.01%	1141
2017 Q1	$24K	Hold	2,126	–	–	﹤0.01%	1173
2016 Q4	$24K	Buy	2,126 +1,206	+131%	+$11.8K	﹤0.01%	1110
2016 Q3	$7K	Buy	+920	New	+$7.7K	﹤0.01%	1478

Other funds holding GCBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Geneos Wealth Management's GCBC Position: Q1 2019 in Review

Geneos Wealth Management sold out of Greene County Bancorp (GCBC) in Q1 2019, closing a stake of 214 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in GCBC in Q3 2016 and held it in 10 quarters. The position peaked at $43K in Q1 2018. 30 funds tracked by Wall St. Rank hold GCBC as of Q1 2019.

Geneos Wealth Management reported no remaining Greene County Bancorp position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 214 Greene County Bancorp shares in Q1 2019, an estimated $3K.
Geneos Wealth Management first reported a position in Greene County Bancorp in Q3 2016 and held it in 10 quarters.
Geneos Wealth Management's Greene County Bancorp position peaked at $43K in Q1 2018.
30 funds tracked by Wall St. Rank held Greene County Bancorp as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.