Geneos Wealth Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.6K | Hold |
3,200
| – | – | ﹤0.01% | 1515 |
|
|
2025
Q4 | $38.4K | Hold |
3,200
| – | – | ﹤0.01% | 1495 |
|
|
2025
Q3 | $39.6K | Sell |
3,200
-93
| -3% | -$1.17K | ﹤0.01% | 1466 |
|
|
2025
Q2 | $42.1K | Sell |
3,293
-3,107
| -49% | -$37.7K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $76.9K | Buy |
6,400
+3,123
| +95% | +$39.5K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $43.2K | Hold |
3,277
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q3 | $43.8K | Buy |
3,277
+77
| +2% | +$1.01K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $37K | Hold |
3,200
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q1 | $37.3K | Hold |
3,200
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q4 | $39.9K | Sell |
3,200
-300
| -9% | -$3.34K | ﹤0.01% | 1128 |
|
|
2023
Q3 | $35.8K | Hold |
3,500
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q2 | $37.1K | Buy |
3,500
+300
| +9% | +$3.33K | ﹤0.01% | 1173 |
|
|
2023
Q1 | $38.5K | Sell |
3,200
-800
| -20% | -$10.9K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $55.9K | Hold |
4,000
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q3 | $54K | Hold |
4,000
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q2 | $52K | Hold |
4,000
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q1 | $54K | Buy |
4,000
+800
| +25% | +$11.3K | ﹤0.01% | 1349 |
|
|
2021
Q4 | $45K | Hold |
3,200
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q3 | $43K | Hold |
3,200
| – | – | ﹤0.01% | 1561 |
|
|
2021
Q2 | $43K | Hold |
3,200
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q1 | $44K | Hold |
3,200
| – | – | ﹤0.01% | 1701 |
|
|
2020
Q4 | $47K | Hold |
3,200
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q3 | $29K | Hold |
3,200
| – | – | ﹤0.01% | 1484 |
|
|
2020
Q2 | $30K | Hold |
3,200
| – | – | ﹤0.01% | 1442 |
|
|
2020
Q1 | $36K | Hold |
3,200
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q4 | $52K | Hold |
3,200
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q3 | $52K | Hold |
3,200
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q2 | $56K | Hold |
3,200
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q1 | $54K | Hold |
3,200
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q4 | $53K | Hold |
3,200
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q3 | $55K | Hold |
3,200
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | $55K | Hold |
3,200
| – | – | ﹤0.01% | 999 |
|
|
2018
Q1 | $52K | Hold |
3,200
| – | – | ﹤0.01% | 979 |
|
|
2017
Q4 | $53K | Hold |
3,200
| – | – | ﹤0.01% | 977 |
|
|
2017
Q3 | $55K | Hold |
3,200
| – | – | 0.01% | 903 |
|
|
2017
Q2 | $49K | Hold |
3,200
| – | – | 0.01% | 923 |
|
|
2017
Q1 | $53K | Hold |
3,200
| – | – | 0.01% | 864 |
|
|
2016
Q4 | $57K | Hold |
3,200
| – | – | 0.01% | 793 |
|
|
2016
Q3 | $50K | Hold |
3,200
| – | – | 0.01% | 810 |
|
|
2016
Q2 | $47K | Hold |
3,200
| – | – | 0.01% | 828 |
|
|
2016
Q1 | $43K | Buy |
+3,200
| New | +$40.7K | 0.01% | 843 |
|
Other funds holding NWBI
VPM
VCM
Geneos Wealth Management's NWBI Position: Q1 2026 in Review
Geneos Wealth Management held its Northwest Bancshares (NWBI) position steady in Q1 2026 at 3,200 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.
Geneos Wealth Management first reported a position in NWBI in Q1 2016 and has held it in 41 quarters since. The position peaked at $76.9K in Q1 2025. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.
- Geneos Wealth Management held 3,200 shares of Northwest Bancshares worth $40.6K as of Q1 2026.
- Geneos Wealth Management left its Northwest Bancshares share count unchanged in Q1 2026.
- Northwest Bancshares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1515 holding.
- Geneos Wealth Management first reported a position in Northwest Bancshares in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Northwest Bancshares position peaked at $76.9K in Q1 2025.
- 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.