Geneos Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $120K | Sell |
582
-150
| -20% | -$32.3K | ﹤0.01% | 1122 |
|
|
2025
Q4 | $147K | Hold |
732
| – | – | ﹤0.01% | 1031 |
|
|
2025
Q3 | $145K | Sell |
732
-995
| -58% | -$195K | ﹤0.01% | 1006 |
|
|
2025
Q2 | $335K | Sell |
1,727
-700
| -29% | -$124K | 0.01% | 825 |
|
|
2025
Q1 | $708K | Buy |
2,427
+1,047
| +76% | +$199K | 0.01% | 777 |
|
|
2024
Q4 | $259K | Buy |
+1,380
| New | +$274K | 0.01% | 754 |
|
|
2022
Q1 | – | Sell |
-1,807
| Closed | -$277K | – | 2899 |
|
|
2021
Q4 | $277K | Hold |
1,807
| – | – | 0.01% | 754 |
|
|
2021
Q3 | $276K | Buy |
1,807
+33
| +2% | +$4.57K | 0.01% | 742 |
|
|
2021
Q2 | $258K | Sell |
1,774
-58
| -3% | -$9.06K | 0.01% | 743 |
|
|
2021
Q1 | $288K | Hold |
1,832
| – | – | 0.01% | 823 |
|
|
2020
Q4 | $284K | Buy |
1,832
+5
| +0.3% | +$569 | 0.01% | 710 |
|
|
2020
Q3 | $166K | Buy |
1,827
+7
| +0.4% | +$716 | 0.01% | 747 |
|
|
2020
Q2 | $182K | Hold |
1,820
| – | – | 0.01% | 698 |
|
|
2020
Q1 | $195K | Hold |
1,820
| – | – | 0.01% | 619 |
|
|
2019
Q4 | $308K | Hold |
1,820
| – | – | 0.02% | 553 |
|
|
2019
Q3 | $287K | Hold |
1,820
| – | – | 0.02% | 540 |
|
|
2019
Q2 | $309K | Buy |
1,820
+80
| +5% | +$13.3K | 0.02% | 535 |
|
|
2019
Q1 | $273K | Buy |
1,740
+150
| +9% | +$24.6K | 0.02% | 558 |
|
|
2018
Q4 | $224K | Hold |
1,590
| – | – | 0.02% | 565 |
|
|
2018
Q3 | $261K | Buy |
1,590
+120
| +8% | +$20.8K | 0.02% | 552 |
|
|
2018
Q2 | $250K | Hold |
1,470
| – | – | 0.02% | 505 |
|
|
2018
Q1 | $271K | Hold |
1,470
| – | – | 0.02% | 452 |
|
|
2017
Q4 | $251K | Hold |
1,470
| – | – | 0.02% | 472 |
|
|
2017
Q3 | $236K | Hold |
1,470
| – | – | 0.02% | 465 |
|
|
2017
Q2 | $238K | Hold |
1,470
| – | – | 0.02% | 451 |
|
|
2017
Q1 | $227K | Hold |
1,470
| – | – | 0.02% | 448 |
|
|
2016
Q4 | $229K | Sell |
1,470
-877
| -37% | -$119K | 0.03% | 428 |
|
|
2016
Q3 | $272K | Hold |
2,347
| – | – | 0.04% | 379 |
|
|
2016
Q2 | $274K | Sell |
2,347
-42
| -2% | -$4.87K | 0.04% | 367 |
|
|
2016
Q1 | $268K | Buy |
+2,389
| New | +$259K | 0.04% | 365 |
|
Other funds holding MTB
VCM
VPM
