Geneos Wealth Management’s Trustco Bank Corp NY TRST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-36	Closed	-$1.2K	–	3143
2025 Q2	$1.2K	Buy	+36	New	+$1.11K	﹤0.01%	2928
2025 Q1	–	Sell	-47	Closed	-$1.57K	–	3166
2024 Q4	$1.57K	Buy	+47	New	+$1.63K	﹤0.01%	2673
2022 Q3	–	Sell	-944	Closed	-$29K	–	2553
2022 Q2	$29K	Hold	944	–	–	﹤0.01%	1514
2022 Q1	$30K	Buy	+944	New	+$31.9K	﹤0.01%	1611
2021 Q2	–	Sell	-944	Closed	-$34K	–	3106
2021 Q1	$34K	Hold	944	–	–	﹤0.01%	1824
2020 Q4	$35K	Sell	944 -48	-5%	-$1.45K	﹤0.01%	1632
2020 Q3	$25K	Sell	992 -52	-5%	-$1.52K	﹤0.01%	1555
2020 Q2	$30K	Hold	1,044	–	–	﹤0.01%	1444
2020 Q1	$27K	Hold	1,044	–	–	﹤0.01%	1393
2019 Q4	$45K	Hold	1,044	–	–	﹤0.01%	1321
2019 Q3	$42K	Hold	1,044	–	–	﹤0.01%	1279
2019 Q2	$41K	Hold	1,044	–	–	﹤0.01%	1297
2019 Q1	$40K	Hold	1,044	–	–	﹤0.01%	1254
2018 Q4	$35K	Sell	1,044 -125	-11%	-$4.73K	﹤0.01%	1268
2018 Q3	$49K	Buy	1,169 +100	+9%	+$4.52K	﹤0.01%	1184
2018 Q2	$47K	Sell	1,069 -99	-8%	-$4.34K	﹤0.01%	1080
2018 Q1	$49K	Buy	1,168 +199	+21%	+$8.74K	﹤0.01%	1005
2017 Q4	$44K	Hold	969	–	–	﹤0.01%	1065
2017 Q3	$43K	Hold	969	–	–	﹤0.01%	1028
2017 Q2	$37K	Buy	+969	New	+$37.6K	﹤0.01%	1051
2017 Q1	–	Sell	-25	Closed	-$1K	–	2141
2016 Q4	$1K	Buy	+25	New	+$975	﹤0.01%	1999

Other funds holding TRST

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Geneos Wealth Management's TRST Position: Q3 2025 in Review

Geneos Wealth Management sold out of Trustco Bank Corp NY (TRST) in Q3 2025, closing a stake of 36 shares — an estimated $1.2K sold.

Geneos Wealth Management first reported a position in TRST in Q4 2016 and held it in 21 quarters. The position peaked at $49K in Q3 2018. 163 funds tracked by Wall St. Rank hold TRST as of Q3 2025.

Geneos Wealth Management reported no remaining Trustco Bank Corp NY position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 36 Trustco Bank Corp NY shares in Q3 2025, an estimated $1.2K.
Geneos Wealth Management first reported a position in Trustco Bank Corp NY in Q4 2016 and held it in 21 quarters.
Geneos Wealth Management's Trustco Bank Corp NY position peaked at $49K in Q3 2018.
163 funds tracked by Wall St. Rank held Trustco Bank Corp NY as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.