Carter Bankshares shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 2.6k | 19.41 |
| 2025-06-30 | $46k | 2.6k | 17.34 |
| 2025-03-31 | $43k | 2.6k | 16.18 |
| 2024-12-31 | $19k | 1.1k | 17.59 |
| 2024-09-30 | $19k | 1.1k | 17.39 |
| 2024-06-30 | $17k | 1.1k | 15.12 |
| 2024-03-31 | $14k | 1.1k | 12.64 |
| 2023-12-31 | $7.5k | 500 | 14.97 |
| 2023-09-30 | $6.3k | 500 | 12.53 |
| 2023-06-30 | $7.4k | 500 | 14.79 |
| 2023-03-31 | $7.0k | 500 | 14.00 |
| 2022-12-31 | $8.3k | 500 | 16.59 |
| 2022-09-30 | $8.0k | 500 | 16.00 |
| 2022-06-30 | $9.0k | 720 | 12.50 |
| 2022-03-31 | $12k | 720 | 16.67 |
| 2021-12-31 | $11k | 720 | 15.28 |
| 2021-09-30 | $10k | 720 | 13.89 |
| 2021-06-30 | $9.0k | 720 | 12.50 |
| 2021-03-31 | $9.0k | 720 | 12.50 |
| 2020-12-31 | $9.0k | 720 | 12.50 |