Geneos Wealth Management’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 1996 |
|
|
2026
Q1 | $10.1K | Hold |
150
| – | – | ﹤0.01% | 1986 |
|
|
2025
Q4 | $10.4K | Buy |
+150
| New | +$10.1K | ﹤0.01% | 1956 |
|
|
2025
Q3 | – | Sell |
-384
| Closed | -$27K | – | 2984 |
|
|
2025
Q2 | $27K | Buy |
384
+88
| +30% | +$6.06K | ﹤0.01% | 1887 |
|
|
2025
Q1 | $21.1K | Buy |
296
+266
| +887% | +$20.1K | ﹤0.01% | 1920 |
|
|
2024
Q4 | $2.26K | Buy |
30
+11
| +58% | +$849 | ﹤0.01% | 2562 |
|
|
2024
Q3 | $1.37K | Buy |
+19
| New | +$1.33K | ﹤0.01% | 2381 |
|
|
2023
Q2 | – | Sell |
-101
| Closed | -$6.21K | – | 2102 |
|
|
2023
Q1 | $6.21K | Hold |
101
| – | – | ﹤0.01% | 1676 |
|
|
2022
Q4 | $7.34K | Hold |
101
| – | – | ﹤0.01% | 1612 |
|
|
2022
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q1 | $7K | Sell |
101
-100
| -50% | -$7.37K | ﹤0.01% | 2236 |
|
|
2021
Q4 | $14K | Hold |
201
| – | – | ﹤0.01% | 2050 |
|
|
2021
Q3 | $14K | Hold |
201
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q2 | $14K | Hold |
201
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q1 | $14K | Hold |
201
| – | – | ﹤0.01% | 2240 |
|
|
2020
Q4 | $15K | Buy |
201
+100
| +99% | +$6.13K | ﹤0.01% | 2055 |
|
|
2020
Q3 | $5K | Buy |
101
+1
| +1% | +$55 | ﹤0.01% | 2189 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2156 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 2104 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 2013 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2079 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2000 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1944 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2022 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q1 | $7K | Sell |
100
-103
| -51% | -$7.72K | ﹤0.01% | 1775 |
|
|
2017
Q4 | $14K | Hold |
203
| – | – | ﹤0.01% | 1517 |
|
|
2017
Q3 | $13K | Hold |
203
| – | – | ﹤0.01% | 1490 |
|
|
2017
Q2 | $13K | Sell |
203
-15
| -7% | -$988 | ﹤0.01% | 1440 |
|
|
2017
Q1 | $15K | Hold |
218
| – | – | ﹤0.01% | 1348 |
|
|
2016
Q4 | $15K | Hold |
218
| – | – | ﹤0.01% | 1301 |
|
|
2016
Q3 | $11K | Buy |
218
+118
| +118% | +$6.25K | ﹤0.01% | 1338 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1527 |
|
|
2016
Q1 | $4K | Buy |
+100
| New | +$4.23K | ﹤0.01% | 1554 |
|
Other funds holding PB
Geneos Wealth Management's PB Position: Q2 2026 in Review
Geneos Wealth Management held its Prosperity Bancshares (PB) position steady in Q2 2026 at 150 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.
Geneos Wealth Management first reported a position in PB in Q1 2016 and has held it in 36 quarters since. The position peaked at $27K in Q2 2025. 456 funds tracked by Wall St. Rank hold PB as of Q2 2026.
- Geneos Wealth Management held 150 shares of Prosperity Bancshares worth $11K as of Q2 2026.
- Geneos Wealth Management left its Prosperity Bancshares share count unchanged in Q2 2026.
- Prosperity Bancshares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1996 holding.
- Geneos Wealth Management first reported a position in Prosperity Bancshares in Q1 2016 and has held it in 36 quarters since.
- Geneos Wealth Management's Prosperity Bancshares position peaked at $27K in Q2 2025.
- 456 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.