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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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 -1,131	-60%	-$9.82K	﹤0.01%	2473
2025 Q1	$16.8K	Buy	1,891 +1,612	+578%	+$15.2K	﹤0.01%	2405
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	–	2998
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