Geneos Wealth Management’s NBT Bancorp NBTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$885K	Buy	+21,308	New	+$885K	0.02%	564
2025 Q1	–	Sell	-183	Closed	-$8.74K	–	3138
2024 Q4	$8.74K	Buy	+183	New	+$8.74K	﹤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%	+$738	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	+$63K	0.01%	727