Geneos Wealth Management’s Independent Bank Corp IBCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-530	Closed	-$10K	–	2278
2022 Q2	$10K	Hold	530	–	–	﹤0.01%	1943
2022 Q1	$11K	Hold	530	–	–	﹤0.01%	2047
2021 Q4	$12K	Hold	530	–	–	﹤0.01%	2101
2021 Q3	$11K	Hold	530	–	–	﹤0.01%	2182
2021 Q2	$11K	Sell	530 -207	-28%	-$4.78K	﹤0.01%	2161
2021 Q1	$17K	Hold	737	–	–	﹤0.01%	2151
2020 Q4	$12K	Buy	737 +207	+39%	+$3.39K	﹤0.01%	2145
2020 Q3	$6K	Hold	530	–	–	﹤0.01%	2120
2020 Q2	$7K	Hold	530	–	–	﹤0.01%	2042
2020 Q1	$6K	Hold	530	–	–	﹤0.01%	1980
2019 Q4	$11K	Hold	530	–	–	﹤0.01%	1924
2019 Q3	$11K	Hold	530	–	–	﹤0.01%	1857
2019 Q2	$11K	Hold	530	–	–	﹤0.01%	1875
2019 Q1	$11K	Hold	530	–	–	﹤0.01%	1807
2018 Q4	$11K	Hold	530	–	–	﹤0.01%	1749
2018 Q3	$12K	Hold	530	–	–	﹤0.01%	1782
2018 Q2	$13K	Hold	530	–	–	﹤0.01%	1605
2018 Q1	$12K	Hold	530	–	–	﹤0.01%	1580
2017 Q4	$11K	Hold	530	–	–	﹤0.01%	1604
2017 Q3	$12K	Hold	530	–	–	﹤0.01%	1512
2017 Q2	$11K	Hold	530	–	–	﹤0.01%	1500
2017 Q1	$10K	Hold	530	–	–	﹤0.01%	1480
2016 Q4	$11K	Hold	530	–	–	﹤0.01%	1404
2016 Q3	$8K	Hold	530	–	–	﹤0.01%	1442
2016 Q2	$7K	Hold	530	–	–	﹤0.01%	1428
2016 Q1	$7K	Buy	+530	New	+$7.73K	﹤0.01%	1413

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geneos Wealth Management's IBCP Position: Q3 2022 in Review

Geneos Wealth Management sold out of Independent Bank Corp (IBCP) in Q3 2022, closing a stake of 530 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in IBCP in Q1 2016 and held it in 26 quarters. The position peaked at $17K in Q1 2021. 122 funds tracked by Wall St. Rank hold IBCP as of Q3 2022.

Geneos Wealth Management reported no remaining Independent Bank Corp position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 530 Independent Bank Corp shares in Q3 2022, an estimated $10K.
Geneos Wealth Management first reported a position in Independent Bank Corp in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Independent Bank Corp position peaked at $17K in Q1 2021.
122 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.