GWM
IBTX

Geneos Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Geneos Wealth Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-20
Closed -$1K – 2159
2017
Q1 		$1K Hold
20
– – ﹤0.01% 2052
2016
Q4 		$1K Buy
+20
New +$1.08K ﹤0.01% 2041

Other funds holding IBTX

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's IBTX Position: Q2 2017 in Review

Geneos Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2017, closing a stake of 20 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in IBTX in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 117 funds tracked by Wall St. Rank hold IBTX as of Q2 2017.

  • Geneos Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 20 Independent Bank Group, Inc. shares in Q2 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Independent Bank Group, Inc. position peaked at $1K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.