Geneos Wealth Management’s Northeast Community Bancorp NECB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Hold	5,060	–	–	﹤0.01%	1103
2026 Q1	$120K	Hold	5,060	–	–	﹤0.01%	1120
2025 Q4	$114K	Sell	5,060 -20	-0.4%	-$422	﹤0.01%	1106
2025 Q3	$104K	Buy	5,080 +20	+0.4%	+$441	﹤0.01%	1106
2025 Q2	$118K	Hold	5,060	–	–	﹤0.01%	1188
2025 Q1	$119K	Buy	5,060 +2,000	+65%	+$47.8K	﹤0.01%	1092
2024 Q4	$74.8K	Hold	3,060	–	–	﹤0.01%	1169
2024 Q3	$80.9K	Hold	3,060	–	–	﹤0.01%	1032
2024 Q2	$54.5K	Hold	3,060	–	–	﹤0.01%	1039
2024 Q1	$48.1K	Hold	3,060	–	–	﹤0.01%	1078
2023 Q4	$54.3K	Hold	3,060	–	–	﹤0.01%	1030
2023 Q3	$45.2K	Hold	3,060	–	–	﹤0.01%	1109
2023 Q2	$45.5K	Hold	3,060	–	–	﹤0.01%	1108
2023 Q1	$40.1K	Hold	3,060	–	–	﹤0.01%	1140
2022 Q4	$45.7K	Hold	3,060	–	–	﹤0.01%	1088
2022 Q3	$37K	Hold	3,060	–	–	﹤0.01%	1127
2022 Q2	$35K	Hold	3,060	–	–	﹤0.01%	1436
2022 Q1	$37K	Buy	+3,060	New	+$36.4K	﹤0.01%	1508

Other funds holding NECB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Geneos Wealth Management's NECB Position: Q2 2026 in Review

Geneos Wealth Management held its Northeast Community Bancorp (NECB) position steady in Q2 2026 at 5,060 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Geneos Wealth Management first reported a position in NECB in Q1 2022 and has held it in 18 quarters since. 128 funds tracked by Wall St. Rank hold NECB as of Q2 2026.

Geneos Wealth Management held 5,060 shares of Northeast Community Bancorp worth $140K as of Q2 2026.
Geneos Wealth Management left its Northeast Community Bancorp share count unchanged in Q2 2026.
Northeast Community Bancorp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1103 holding.
Geneos Wealth Management first reported a position in Northeast Community Bancorp in Q1 2022 and has held it in 18 quarters since.
128 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.