Geneos Wealth Management’s Riverview Bancorp RVSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-860	Closed	-$5K	–	2479
2022 Q2	$5K	Hold	860	–	–	﹤0.01%	2201
2022 Q1	$6K	Hold	860	–	–	﹤0.01%	2291
2021 Q4	$6K	Sell	860 -500	-37%	-$3.8K	﹤0.01%	2366
2021 Q3	$9K	Hold	1,360	–	–	﹤0.01%	2266
2021 Q2	$9K	Hold	1,360	–	–	﹤0.01%	2243
2021 Q1	$9K	Hold	1,360	–	–	﹤0.01%	2434
2020 Q4	$9K	Sell	1,360 -1,000	-42%	-$5.17K	﹤0.01%	2268
2020 Q3	$9K	Hold	2,360	–	–	﹤0.01%	1995
2020 Q2	$12K	Hold	2,360	–	–	﹤0.01%	1849
2020 Q1	$11K	Hold	2,360	–	–	﹤0.01%	1781
2019 Q4	$19K	Hold	2,360	–	–	﹤0.01%	1711
2019 Q3	$17K	Hold	2,360	–	–	﹤0.01%	1684
2019 Q2	$20K	Hold	2,360	–	–	﹤0.01%	1637
2019 Q1	$17K	Hold	2,360	–	–	﹤0.01%	1645
2018 Q4	$16K	Hold	2,360	–	–	﹤0.01%	1606
2018 Q3	$20K	Hold	2,360	–	–	﹤0.01%	1572
2018 Q2	$19K	Hold	2,360	–	–	﹤0.01%	1476
2018 Q1	$22K	Hold	2,360	–	–	﹤0.01%	1353
2017 Q4	$20K	Buy	2,360 +360	+18%	+$3.19K	﹤0.01%	1384
2017 Q3	$16K	Sell	2,000 -1,000	-33%	-$7.73K	﹤0.01%	1414
2017 Q2	$19K	Hold	3,000	–	–	﹤0.01%	1297
2017 Q1	$21K	Hold	3,000	–	–	﹤0.01%	1222
2016 Q4	$21K	Hold	3,000	–	–	﹤0.01%	1168
2016 Q3	$16K	Hold	3,000	–	–	﹤0.01%	1216
2016 Q2	$14K	Hold	3,000	–	–	﹤0.01%	1235
2016 Q1	$12K	Buy	+3,000	New	+$13.1K	﹤0.01%	1261

Other funds holding RVSB

FCM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

Geneos Wealth Management sold out of Riverview Bancorp (RVSB) in Q3 2022, closing a stake of 860 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in RVSB in Q1 2016 and held it in 26 quarters. The position peaked at $22K in Q1 2018. 56 funds tracked by Wall St. Rank hold RVSB as of Q3 2022.

Geneos Wealth Management reported no remaining Riverview Bancorp position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 860 Riverview Bancorp shares in Q3 2022, an estimated $5K.
Geneos Wealth Management first reported a position in Riverview Bancorp in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Riverview Bancorp position peaked at $22K in Q1 2018.
56 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2022.

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