Geneos Wealth Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,211
| Closed | -$66.1K | – | 3189 |
|
|
2025
Q2 | $66.1K | Sell |
1,211
-1,668
| -58% | -$83.2K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $148K | Buy |
2,879
+2,269
| +372% | +$126K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $33.7K | Buy |
610
+21
| +4% | +$1.15K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $27.5K | Buy |
+589
| New | +$27K | ﹤0.01% | 1430 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$1.32K | – | 2184 |
|
|
2024
Q1 | $1.32K | Sell |
26
-889
| -97% | -$43.5K | ﹤0.01% | 1969 |
|
|
2023
Q4 | $46.4K | Buy |
915
+10
| +1% | +$432 | ﹤0.01% | 1089 |
|
|
2023
Q3 | $36.5K | Buy |
+905
| New | +$38.5K | ﹤0.01% | 1173 |
|
|
2022
Q3 | – | Sell |
-4,490
| Closed | -$191K | – | 2604 |
|
|
2022
Q2 | $191K | Buy |
4,490
+8
| +0.2% | +$385 | 0.01% | 763 |
|
|
2022
Q1 | $251K | Buy |
+4,482
| New | +$266K | 0.01% | 719 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$3K | – | 2887 |
|
|
2021
Q3 | $3K | Sell |
70
-40
| -36% | -$1.99K | ﹤0.01% | 2603 |
|
|
2021
Q2 | $5K | Buy |
110
+40
| +57% | +$2.22K | ﹤0.01% | 2474 |
|
|
2021
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 2587 |
|
|
2020
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 2524 |
|
|
2020
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 2326 |
|
|
2019
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 2260 |
|
|
2019
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 2266 |
|
|
2019
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 2192 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 2002 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1921 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 1874 |
|
|
2017
Q1 | $3K | Sell |
70
-16
| -19% | -$854 | ﹤0.01% | 1835 |
|
|
2016
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 1712 |
|
|
2016
Q3 | $3K | Buy |
+86
| New | +$3.17K | ﹤0.01% | 1718 |
|
Other funds holding WBS
Geneos Wealth Management's WBS Position: Q3 2025 in Review
Geneos Wealth Management sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 1,211 shares — an estimated $66.1K sold.
Geneos Wealth Management first reported a position in WBS in Q3 2016 and held it in 30 quarters. The position peaked at $251K in Q1 2022. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.
- Geneos Wealth Management reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 1,211 Webster Financial shares in Q3 2025, an estimated $66.1K.
- Geneos Wealth Management first reported a position in Webster Financial in Q3 2016 and held it in 30 quarters.
- Geneos Wealth Management's Webster Financial position peaked at $251K in Q1 2022.
- 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.