Geneos Wealth Management’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-328	Closed	-$9.91K	–	2507
2025 Q3	$9.91K	Sell	328 -2,539	-89%	-$82.9K	﹤0.01%	1967
2025 Q2	$96.4K	Buy	2,867 +113	+4%	+$3.74K	﹤0.01%	1272
2025 Q1	$86.8K	Buy	2,754 +388	+16%	+$11.3K	﹤0.01%	1221
2024 Q4	$70.6K	Sell	2,366 -38	-2%	-$1.15K	﹤0.01%	1186
2024 Q3	$71.8K	Buy	+2,404	New	+$70K	﹤0.01%	1067
2023 Q3	–	Sell	-500	Closed	-$11.5K	–	2118
2023 Q2	$11.5K	Hold	500	–	–	﹤0.01%	1537
2023 Q1	$10.8K	Hold	500	–	–	﹤0.01%	1528
2022 Q4	$10.9K	Hold	500	–	–	﹤0.01%	1506
2022 Q3	$10K	Hold	500	–	–	﹤0.01%	1512
2022 Q2	$8K	Sell	500 -155	-24%	-$2.9K	﹤0.01%	2028
2022 Q1	$12K	Sell	655 -595	-48%	-$11.9K	﹤0.01%	2006
2021 Q4	$24K	Hold	1,250	–	–	﹤0.01%	1792
2021 Q3	$23K	Sell	1,250 -200	-14%	-$3.75K	﹤0.01%	1845
2021 Q2	$25K	Sell	1,450 -234	-14%	-$3.9K	﹤0.01%	1799
2021 Q1	$27K	Hold	1,684	–	–	﹤0.01%	1919
2020 Q4	$23K	Buy	+1,684	New	+$21.2K	﹤0.01%	1822
2019 Q4	–	Sell	-175	Closed	-$2K	–	2561
2019 Q3	$2K	Hold	175	–	–	﹤0.01%	2303
2019 Q2	$2K	Hold	175	–	–	﹤0.01%	2311
2019 Q1	$2K	Hold	175	–	–	﹤0.01%	2239
2018 Q4	$1K	Buy	+175	New	+$1.65K	﹤0.01%	2306

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's IBN Position: Q4 2025 in Review

Geneos Wealth Management sold out of ICICI Bank (IBN) in Q4 2025, closing a stake of 328 shares — an estimated $9.91K sold.

Geneos Wealth Management first reported a position in IBN in Q4 2018 and held it in 20 quarters. The position peaked at $96.4K in Q2 2025. 589 funds tracked by Wall St. Rank hold IBN as of Q4 2025.

Geneos Wealth Management reported no remaining ICICI Bank position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 328 ICICI Bank shares in Q4 2025, an estimated $9.91K.
Geneos Wealth Management first reported a position in ICICI Bank in Q4 2018 and held it in 20 quarters.
Geneos Wealth Management's ICICI Bank position peaked at $96.4K in Q2 2025.
589 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.