Geneos Wealth Management’s Shore Bancshares SHBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.6K	Hold	2,727	–	–	﹤0.01%	1384
2026 Q1	$50.9K	Hold	2,727	–	–	﹤0.01%	1422
2025 Q4	$48.2K	Buy	+2,727	New	+$45.7K	﹤0.01%	1406
2022 Q3	–	Sell	-1,150	Closed	-$21K	–	2500
2022 Q2	$21K	Hold	1,150	–	–	﹤0.01%	1668
2022 Q1	$23K	Hold	1,150	–	–	﹤0.01%	1742
2021 Q4	$23K	Hold	1,150	–	–	﹤0.01%	1823
2021 Q3	$20K	Hold	1,150	–	–	﹤0.01%	1923
2021 Q2	$19K	Hold	1,150	–	–	﹤0.01%	1945
2021 Q1	$19K	Hold	1,150	–	–	﹤0.01%	2110
2020 Q4	$20K	Hold	1,150	–	–	﹤0.01%	1919
2020 Q3	$11K	Hold	1,150	–	–	﹤0.01%	1924
2020 Q2	$12K	Hold	1,150	–	–	﹤0.01%	1851
2020 Q1	$11K	Hold	1,150	–	–	﹤0.01%	1784
2019 Q4	$19K	Hold	1,150	–	–	﹤0.01%	1712
2019 Q3	$17K	Hold	1,150	–	–	﹤0.01%	1687
2019 Q2	$18K	Hold	1,150	–	–	﹤0.01%	1689
2019 Q1	$17K	Hold	1,150	–	–	﹤0.01%	1646
2018 Q4	$16K	Hold	1,150	–	–	﹤0.01%	1607
2018 Q3	$20K	Hold	1,150	–	–	﹤0.01%	1573
2018 Q2	$21K	Hold	1,150	–	–	﹤0.01%	1430
2018 Q1	$21K	Hold	1,150	–	–	﹤0.01%	1380
2017 Q4	$19K	Hold	1,150	–	–	﹤0.01%	1413
2017 Q3	$19K	Hold	1,150	–	–	﹤0.01%	1340
2017 Q2	$18K	Buy	+1,150	New	+$19.1K	﹤0.01%	1317

Other funds holding SHBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneos Wealth Management's SHBI Position: Q2 2026 in Review

Geneos Wealth Management held its Shore Bancshares (SHBI) position steady in Q2 2026 at 2,727 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Geneos Wealth Management first reported a position in SHBI in Q2 2017 and has held it in 24 quarters since. 178 funds tracked by Wall St. Rank hold SHBI as of Q2 2026.

Geneos Wealth Management held 2,727 shares of Shore Bancshares worth $62.6K as of Q2 2026.
Geneos Wealth Management left its Shore Bancshares share count unchanged in Q2 2026.
Shore Bancshares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1384 holding.
Geneos Wealth Management first reported a position in Shore Bancshares in Q2 2017 and has held it in 24 quarters since.
178 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.