GWM
VBTX

GDS Wealth Management’s Veritex Holdings VBTX Stock Holding History

GDS Wealth Management’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,400
Closed -$550K – 196
2025
Q3 		$550K Sell
16,400
-3,000
-15% -$96.7K 0.04% 118
2025
Q2 		$506K Hold
19,400
– – 0.04% 115
2025
Q1 		$484K Buy
19,400
+400
+2% +$10.3K 0.04% 113
2024
Q4 		$516K Hold
19,000
– – 0.05% 112
2024
Q3 		$500K Hold
19,000
– – 0.05% 97
2024
Q2 		$401K Hold
19,000
– – 0.04% 96
2024
Q1 		$389K Hold
19,000
– – 0.05% 101
2023
Q4 		$442K Hold
19,000
– – 0.06% 91
2023
Q3 		$341K Hold
19,000
– – 0.05% 95
2023
Q2 		$341K Hold
19,000
– – 0.06% 97
2023
Q1 		$347K Hold
19,000
– – 0.06% 92
2022
Q4 		$534K Hold
19,000
– – 0.1% 74
2022
Q3 		$505K Hold
19,000
– – 0.11% 69
2022
Q2 		$556K Hold
19,000
– – 0.12% 67
2022
Q1 		$661K Hold
19,000
– – 0.15% 68
2021
Q4 		$756K Buy
+19,000
New +$770K 0.17% 64

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

GDS Wealth Management's VBTX Position: Q4 2025 in Review

GDS Wealth Management sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 16,400 shares — an estimated $550K sold.

GDS Wealth Management first reported a position in VBTX in Q4 2021 and held it in 16 quarters. The position peaked at $756K in Q4 2021. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • GDS Wealth Management reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • GDS Wealth Management sold 16,400 Veritex Holdings shares in Q4 2025, an estimated $550K.
  • GDS Wealth Management first reported a position in Veritex Holdings in Q4 2021 and held it in 16 quarters.
  • GDS Wealth Management's Veritex Holdings position peaked at $756K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on GDS Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.