Geneos Wealth Management’s Pioneer Bancorp PBFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$1K	–	2428
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	2524
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	2563
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	2595
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	2661
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	2678
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	2915
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	2712
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	2555
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	2492
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	2280
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	2313
2019 Q3	$2K	Buy	+200	New	+$2.8K	﹤0.01%	2317

Other funds holding PBFS

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Geneos Wealth Management's PBFS Position: Q3 2022 in Review

Geneos Wealth Management sold out of Pioneer Bancorp (PBFS) in Q3 2022, closing a stake of 200 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in PBFS in Q3 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 39 funds tracked by Wall St. Rank hold PBFS as of Q3 2022.

Geneos Wealth Management reported no remaining Pioneer Bancorp position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 200 Pioneer Bancorp shares in Q3 2022, an estimated $1K.
Geneos Wealth Management first reported a position in Pioneer Bancorp in Q3 2019 and held it in 12 quarters.
Geneos Wealth Management's Pioneer Bancorp position peaked at $3K in Q4 2019.
39 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.