Geneos Wealth Management’s Prosperity Bancshares PB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	$45.2K	Buy	296 +266	+887%	+$20.1K	﹤0.01%	1974
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