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 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	Sell	686 -922	-57%	-$33.4K	﹤0.01%	1905
2025 Q1	$53.4K	Buy	1,608 +1,266	+370%	+$38.6K	﹤0.01%	1892
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	–	2186
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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return