Geneos Wealth Management’s Northwest Bancshares NWBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.1K	Sell	3,293 -3,107	-49%	-$39.7K	﹤0.01%	1667
2025 Q1	$76.9K	Buy	6,400 +3,123	+95%	+$37.5K	﹤0.01%	1697
2024 Q4	$43.2K	Hold	3,277	–	–	﹤0.01%	1375
2024 Q3	$43.8K	Buy	3,277 +77	+2%	+$1.03K	﹤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%	-$3.74K	﹤0.01%	1128
2023 Q3	$35.8K	Hold	3,500	–	–	﹤0.01%	1178
2023 Q2	$37.1K	Buy	3,500 +300	+9%	+$3.18K	﹤0.01%	1173
2023 Q1	$38.5K	Sell	3,200 -800	-20%	-$9.62K	﹤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%	+$10.8K	﹤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	+$43K	0.01%	843