Investar Holding shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Investar Holding (ISTR) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Investar Holding
Tip: Access up to 7 years of quarterly data
All positions including Investar Holding held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Investar Holding by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $321k | 12k | 27.27 |
| 2021-12-31 | $166k | 9.0k | 18.38 |
| 2021-09-30 | $2.6M | 118k | 21.87 |
| 2021-06-30 | $3.0M | 131k | 23.00 |
| 2021-03-31 | $2.9M | 131k | 22.11 |
| 2020-12-31 | $2.7M | 131k | 20.67 |
| 2020-09-30 | $1.2M | 99k | 12.60 |
| 2020-06-30 | $1.3M | 99k | 13.47 |
| 2020-03-31 | $1.1M | 99k | 11.03 |
| 2019-12-31 | $2.4M | 99k | 24.11 |
| 2019-09-30 | $841k | 36k | 23.58 |
| 2019-06-30 | $957k | 40k | 23.84 |
| 2019-03-31 | $642k | 28k | 22.70 |
| 2018-12-31 | $483k | 20k | 24.68 |
| 2018-09-30 | $525k | 20k | 26.83 |
| 2018-06-30 | $393k | 14k | 27.59 |
| 2018-03-31 | $319k | 12k | 25.79 |
| 2017-12-31 | $298k | 12k | 24.09 |
| 2017-09-30 | $298k | 12k | 24.09 |
| 2017-06-30 | $188k | 8.2k | 22.80 |
| 2017-03-31 | $180k | 8.2k | 21.83 |
| 2016-12-31 | $153k | 8.2k | 18.56 |
| 2016-09-30 | $126k | 8.2k | 15.28 |
| 2016-06-30 | $128k | 8.2k | 15.52 |
| 2016-03-31 | $124k | 8.2k | 15.04 |