Rise Advisors’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Rise Advisors’s Portfolio GBNY Stock Details GBNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,063	Closed	-$122K	–	1580
2024 Q4	$122K	Hold	8,063	–	–	0.06%	126
2024 Q3	$127K	Hold	8,063	–	–	0.06%	127
2024 Q2	$82.6K	Hold	8,063	–	–	0.04%	168
2024 Q1	$80.7K	Hold	8,063	–	–	0.04%	169
2023 Q4	$81.8K	Hold	8,063	–	–	0.06%	117
2023 Q3	$68.2K	Hold	8,063	–	–	0.05%	117
2023 Q2	$73.1K	Hold	8,063	–	–	0.06%	125
2023 Q1	$82.2K	Hold	8,063	–	–	0.06%	118
2022 Q4	$87.1K	Hold	8,063	–	–	0.07%	115
2022 Q3	$89K	Hold	8,063	–	–	0.07%	104
2022 Q2	$92K	Buy	+8,063	New	+$93.3K	0.09%	99

Rise Advisors's GBNY Position: Q1 2025 in Review

Rise Advisors sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q1 2025, closing a stake of 8,063 shares — an estimated $122K sold.

Rise Advisors first reported a position in GBNY in Q2 2022 and held it in 11 quarters. The position peaked at $127K in Q3 2024. 0 funds tracked by Wall St. Rank hold GBNY as of Q1 2025.

Rise Advisors reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 8,063 Generations Bancorp NY, Inc. Common Stock shares in Q1 2025, an estimated $122K.
Rise Advisors first reported a position in Generations Bancorp NY, Inc. Common Stock in Q2 2022 and held it in 11 quarters.
Rise Advisors's Generations Bancorp NY, Inc. Common Stock position peaked at $127K in Q3 2024.
0 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.