Position in NBTB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$822,134
+$20,466 QoQ
Shares Held
19,308
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Common Shares in NBTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Geneos Wealth Management Inc. holds $13,474,743 across 51 Banks - Regional names. NBTB ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
285,169 | $4,462,894 | |
| 2 | USB |
US Bancorp De
|
25,649 | $1,334,004 | |
| 3 | TFC |
Truist Financial Corp
|
27,337 | $1,256,681 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
38,237 | $1,033,928 | |
| 5 | NBTB |
Nbt Bancorp Inc
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|
19,308 | $822,134 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $511,869 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,308 | $480,271 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
12,764 | $456,185 |
All Filings in NBTB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $822,134 | 19,308 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $801,668 | 19,308 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $848,062 | 20,308 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $885,347 | 21,308 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $8,740 | 183 | Shares | Sole | 2025-01-21 | |
| 2023-06-30 | $75,166 | 2,360 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $79,555 | 2,360 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $102,471 | 2,360 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $88,916 | 2,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,073 | 2,343 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $84,652 | 2,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,252 | 2,343 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $84,629 | 2,343 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $84,277 | 2,343 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $93,485 | 2,343 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $75,210 | 2,343 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $62,839 | 2,343 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $72,070 | 2,343 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $75,889 | 2,343 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||