Geneos Wealth Management’s HDFC Bank HDB Stock Holding History

Geneos Wealth Management’s Portfolio HDB Stock Details HDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91K	Hold	74	–	–	﹤0.01%	2333
2026 Q1	$1.84K	Hold	74	–	–	﹤0.01%	2330
2025 Q4	$2.7K	Hold	74	–	–	﹤0.01%	2275
2025 Q3	$2.53K	Sell	74 -612	-89%	-$22.6K	﹤0.01%	2288
2025 Q2	$26.3K	Buy	686 +16	+2%	+$580	﹤0.01%	1905
2025 Q1	$22.3K	Buy	670 +328	+96%	+$10K	﹤0.01%	1904
2024 Q4	$10.9K	Hold	342	–	–	﹤0.01%	2018
2024 Q3	$10.7K	Buy	342 +268	+362%	+$8.24K	﹤0.01%	1818
2024 Q2	$2.38K	Hold	74	–	–	﹤0.01%	1858
2024 Q1	$2.07K	Hold	74	–	–	﹤0.01%	1895
2023 Q4	$2.48K	Buy	+74	New	+$2.23K	﹤0.01%	1878
2021 Q2	–	Sell	-304	Closed	-$10K	–	2963
2021 Q1	$10K	Buy	+304	New	+$11.9K	﹤0.01%	2377
2017 Q4	–	Sell	-240	Closed	-$5K	–	2185
2017 Q3	$5K	Sell	240 -228	-49%	-$5.42K	﹤0.01%	1753
2017 Q2	$10K	Buy	468 +40	+9%	+$836	﹤0.01%	1530
2017 Q1	$8K	Buy	428 +200	+88%	+$3.48K	﹤0.01%	1554
2016 Q4	$3K	Buy	+228	New	+$3.81K	﹤0.01%	1763

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geneos Wealth Management's HDB Position: Q2 2026 in Review

Geneos Wealth Management held its HDFC Bank (HDB) position steady in Q2 2026 at 74 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Geneos Wealth Management first reported a position in HDB in Q4 2016 and has held it in 16 quarters since. The position peaked at $26.3K in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Geneos Wealth Management held 74 shares of HDFC Bank worth $1.91K as of Q2 2026.
Geneos Wealth Management left its HDFC Bank share count unchanged in Q2 2026.
HDFC Bank made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2333 holding.
Geneos Wealth Management first reported a position in HDFC Bank in Q4 2016 and has held it in 16 quarters since.
Geneos Wealth Management's HDFC Bank position peaked at $26.3K in Q2 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.