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Geneos Wealth Management’s Investar Holding Corp ISTR Stock Holding History

Geneos Wealth Management’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Buy
+11,784
New +$330K 0.01% 814
2022
Q1 		– Sell
-9,031
Closed -$166K – 2868
2021
Q4 		$166K Sell
9,031
-108,652
-92% -$2.04M 0.01% 950
2021
Q3 		$2.57M Sell
117,683
-13,550
-10% -$301K 0.1% 208
2021
Q2 		$3.02M Hold
131,233
– – 0.12% 189
2021
Q1 		$2.9M Buy
131,233
+28
+0% +$526 0.08% 243
2020
Q4 		$2.71M Buy
131,205
+32,226
+33% +$496K 0.11% 197
2020
Q3 		$1.25M Buy
98,979
+39
+0% +$532 0.06% 259
2020
Q2 		$1.33M Buy
98,940
+42
+0% +$535 0.07% 242
2020
Q1 		$1.09M Buy
98,898
+23
+0% +$467 0.07% 240
2019
Q4 		$2.38M Buy
98,875
+63,214
+177% +$1.56M 0.13% 181
2019
Q3 		$841K Sell
35,661
-4,481
-11% -$105K 0.05% 304
2019
Q2 		$957K Buy
40,142
+11,865
+42% +$276K 0.06% 286
2019
Q1 		$642K Buy
28,277
+8,708
+44% +$205K 0.04% 344
2018
Q4 		$483K Hold
19,569
– – 0.04% 381
2018
Q3 		$525K Buy
19,569
+5,324
+37% +$145K 0.04% 375
2018
Q2 		$393K Buy
14,245
+1,875
+15% +$50.4K 0.03% 372
2018
Q1 		$319K Hold
12,370
– – 0.03% 403
2017
Q4 		$298K Hold
12,370
– – 0.03% 424
2017
Q3 		$298K Buy
12,370
+4,125
+50% +$93.6K 0.03% 406
2017
Q2 		$188K Hold
8,245
– – 0.02% 512
2017
Q1 		$180K Hold
8,245
– – 0.02% 509
2016
Q4 		$153K Hold
8,245
– – 0.02% 515
2016
Q3 		$126K Hold
8,245
– – 0.02% 542
2016
Q2 		$128K Hold
8,245
– – 0.02% 534
2016
Q1 		$124K Buy
+8,245
New +$126K 0.02% 533

Other funds holding ISTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geneos Wealth Management's ISTR Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Investar Holding Corp (ISTR) in Q1 2026: 11,784 shares worth $321K. The stake represents 0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in ISTR as recently as Q4 2021.

Geneos Wealth Management first reported a position in ISTR in Q1 2016 and has held it in 25 quarters since. The position peaked at $3.02M in Q2 2021. 111 funds tracked by Wall St. Rank hold ISTR as of Q1 2026.

  • Geneos Wealth Management held 11,784 shares of Investar Holding Corp worth $321K as of Q1 2026.
  • Investar Holding Corp was a new Geneos Wealth Management position in Q1 2026.
  • Investar Holding Corp made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #814 holding.
  • Geneos Wealth Management first reported a position in Investar Holding Corp in Q1 2016 and has held it in 25 quarters since.
  • Geneos Wealth Management's Investar Holding Corp position peaked at $3.02M in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Investar Holding Corp as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.