Geneos Wealth Management’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $822K | Hold |
19,308
| – | – | 0.02% | 554 |
|
|
2025
Q4 | $802K | Sell |
19,308
-1,000
| -5% | -$41.6K | 0.02% | 555 |
|
|
2025
Q3 | $848K | Sell |
20,308
-1,000
| -5% | -$42.9K | 0.02% | 527 |
|
|
2025
Q2 | $885K | Buy |
+21,308
| New | +$887K | 0.02% | 564 |
|
|
2025
Q1 | – | Sell |
-183
| Closed | -$8.74K | – | 3138 |
|
|
2024
Q4 | $8.74K | Buy |
+183
| New | +$8.71K | ﹤0.01% | 2104 |
|
|
2023
Q3 | – | Sell |
-2,360
| Closed | -$75.2K | – | 2127 |
|
|
2023
Q2 | $75.2K | Hold |
2,360
| – | – | ﹤0.01% | 957 |
|
|
2023
Q1 | $79.5K | Hold |
2,360
| – | – | ﹤0.01% | 921 |
|
|
2022
Q4 | $102K | Buy |
2,360
+17
| +0.7% | +$750 | 0.01% | 821 |
|
|
2022
Q3 | $88K | Hold |
2,343
| – | – | 0.01% | 848 |
|
|
2022
Q2 | $89K | Hold |
2,343
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q1 | $84K | Hold |
2,343
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q4 | $90K | Hold |
2,343
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q3 | $85K | Hold |
2,343
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q2 | $83K | Hold |
2,343
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q1 | $88K | Hold |
2,343
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q4 | $95K | Hold |
2,343
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q3 | $62K | Hold |
2,343
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q2 | $67K | Hold |
2,343
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q1 | $73K | Hold |
2,343
| – | – | ﹤0.01% | 960 |
|
|
2019
Q4 | $95K | Hold |
2,343
| – | – | 0.01% | 970 |
|
|
2019
Q3 | $86K | Hold |
2,343
| – | – | 0.01% | 947 |
|
|
2019
Q2 | $87K | Hold |
2,343
| – | – | 0.01% | 956 |
|
|
2019
Q1 | $84K | Hold |
2,343
| – | – | 0.01% | 926 |
|
|
2018
Q4 | $80K | Hold |
2,343
| – | – | 0.01% | 906 |
|
|
2018
Q3 | $89K | Hold |
2,343
| – | – | 0.01% | 928 |
|
|
2018
Q2 | $89K | Hold |
2,343
| – | – | 0.01% | 834 |
|
|
2018
Q1 | $83K | Hold |
2,343
| – | – | 0.01% | 817 |
|
|
2017
Q4 | $86K | Hold |
2,343
| – | – | 0.01% | 795 |
|
|
2017
Q3 | $86K | Hold |
2,343
| – | – | 0.01% | 746 |
|
|
2017
Q2 | $86K | Hold |
2,343
| – | – | 0.01% | 732 |
|
|
2017
Q1 | $86K | Hold |
2,343
| – | – | 0.01% | 704 |
|
|
2016
Q4 | $98K | Hold |
2,343
| – | – | 0.01% | 623 |
|
|
2016
Q3 | $77K | Hold |
2,343
| – | – | 0.01% | 665 |
|
|
2016
Q2 | $66K | Hold |
2,343
| – | – | 0.01% | 708 |
|
|
2016
Q1 | $63K | Buy |
+2,343
| New | +$60.9K | 0.01% | 727 |
|
Other funds holding NBTB
VPM
VCM
SAM
Geneos Wealth Management's NBTB Position: Q1 2026 in Review
Geneos Wealth Management held its NBT Bancorp (NBTB) position steady in Q1 2026 at 19,308 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #554.
Geneos Wealth Management first reported a position in NBTB in Q1 2016 and has held it in 35 quarters since. The position peaked at $885K in Q2 2025. 298 funds tracked by Wall St. Rank hold NBTB as of Q1 2026.
- Geneos Wealth Management held 19,308 shares of NBT Bancorp worth $822K as of Q1 2026.
- Geneos Wealth Management left its NBT Bancorp share count unchanged in Q1 2026.
- NBT Bancorp made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #554 holding.
- Geneos Wealth Management first reported a position in NBT Bancorp in Q1 2016 and has held it in 35 quarters since.
- Geneos Wealth Management's NBT Bancorp position peaked at $885K in Q2 2025.
- 298 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.