Geneos Wealth Management’s Valley National Bancorp VLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.1K	Sell	2,530 -844	-25%	-$11.5K	﹤0.01%	1583
2026 Q1	$41.4K	Hold	3,374	–	–	﹤0.01%	1502
2025 Q4	$39.4K	Buy	+3,374	New	+$37.4K	﹤0.01%	1483
2025 Q3	–	Sell	-760	Closed	-$6.79K	–	3174
2025 Q2	$6.79K	Sell	760 -46	-6%	-$399	﹤0.01%	2473
2025 Q1	$7.17K	Buy	806 +527	+189%	+$4.98K	﹤0.01%	2396
2024 Q4	$2.53K	Buy	279 +22	+9%	+$213	﹤0.01%	2530
2024 Q3	$2.33K	Buy	+257	New	+$2.09K	﹤0.01%	2264
2022 Q1	–	Sell	-4,000	Closed	-$55K	–	2997
2021 Q4	$55K	Hold	4,000	–	–	﹤0.01%	1440
2021 Q3	$54K	Hold	4,000	–	–	﹤0.01%	1458
2021 Q2	$53K	Hold	4,000	–	–	﹤0.01%	1461
2021 Q1	$55K	Hold	4,000	–	–	﹤0.01%	1581
2020 Q4	$54K	Buy	4,000 +1,280	+47%	+$11.1K	﹤0.01%	1421
2020 Q3	$18K	Hold	2,720	–	–	﹤0.01%	1711
2020 Q2	$19K	Hold	2,720	–	–	﹤0.01%	1650
2020 Q1	$19K	Hold	2,720	–	–	﹤0.01%	1540
2019 Q4	$30K	Buy	+2,720	New	+$31.3K	﹤0.01%	1510

Other funds holding VLY

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Geneos Wealth Management reduced its Valley National Bancorp (VLY) stake by 25% in Q2 2026, selling an estimated $11.5K and leaving 2,530 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Geneos Wealth Management first reported a position in VLY in Q4 2019 and has held it in 16 quarters since. The position peaked at $55K in Q4 2021. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Geneos Wealth Management held 2,530 shares of Valley National Bancorp worth $37.1K as of Q2 2026.
Geneos Wealth Management sold 844 Valley National Bancorp shares in Q2 2026, an estimated $11.5K.
Valley National Bancorp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1583 holding.
Geneos Wealth Management first reported a position in Valley National Bancorp in Q4 2019 and has held it in 16 quarters since.
Geneos Wealth Management's Valley National Bancorp position peaked at $55K in Q4 2021.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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