Geneos Wealth Management’s HDFC Bank HDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.3K Sell
343
-461
-57% -$35.3K ﹤0.01% 1905
2025
Q1
$53.4K Buy
804
+633
+370% +$42.1K ﹤0.01% 1892
2024
Q4
$10.9K Hold
171
﹤0.01% 2018
2024
Q3
$10.7K Buy
171
+134
+362% +$8.38K ﹤0.01% 1818
2024
Q2
$2.38K Hold
37
﹤0.01% 1858
2024
Q1
$2.07K Hold
37
﹤0.01% 1895
2023
Q4
$2.48K Buy
+37
New +$2.48K ﹤0.01% 1878
2021
Q2
Sell
-152
Closed -$10K 2963
2021
Q1
$10K Buy
+152
New +$10K ﹤0.01% 2377
2017
Q4
Sell
-120
Closed -$5K 2187
2017
Q3
$5K Sell
120
-114
-49% -$4.75K ﹤0.01% 1753
2017
Q2
$10K Buy
234
+20
+9% +$855 ﹤0.01% 1530
2017
Q1
$8K Buy
214
+100
+88% +$3.74K ﹤0.01% 1554
2016
Q4
$3K Buy
+114
New +$3K ﹤0.01% 1763