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Geneos Wealth Management’s iShares MSCI India ETF INDA Stock Holding History

Geneos Wealth Management’s Portfolio INDA Stock Details INDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$685K Sell
14,614
-536
-4% -$27.5K 0.02% 603
2025
Q4 		$819K Sell
15,150
-2,200
-13% -$119K 0.02% 550
2025
Q3 		$903K Sell
17,350
-30,709
-64% -$1.64M 0.02% 512
2025
Q2 		$2.68M Sell
48,059
-327
-0.7% -$17.5K 0.07% 315
2025
Q1 		$2.5M Buy
48,386
+20,086
+71% +$1.01M 0.04% 438
2024
Q4 		$1.49M Sell
28,300
-3,254
-10% -$179K 0.05% 340
2024
Q3 		$1.85M Buy
31,554
+1,379
+5% +$78.5K 0.07% 298
2024
Q2 		$1.68M Buy
30,175
+2,013
+7% +$107K 0.07% 279
2024
Q1 		$1.45M Buy
+28,162
New +$1.42M 0.07% 292
2021
Q2 		– Sell
-175
Closed -$7K – 2983
2021
Q1 		$7K Hold
175
– – ﹤0.01% 2533
2020
Q4 		$7K Sell
175
-200
-53% -$7.31K ﹤0.01% 2363
2020
Q3 		$12K Hold
375
– – ﹤0.01% 1876
2020
Q2 		$10K Hold
375
– – ﹤0.01% 1913
2020
Q1 		$8K Hold
375
– – ﹤0.01% 1891
2019
Q4 		$13K Buy
+375
New +$12.9K ﹤0.01% 1872
2019
Q1 		– Sell
-2,576
Closed -$85K – 2443
2018
Q4 		$85K Buy
2,576
+2,498
+3,203% +$78.7K 0.01% 890
2018
Q3 		$2K Buy
+78
New +$2.69K ﹤0.01% 2257
2017
Q4 		– Sell
-149
Closed -$4K – 2189
2017
Q3 		$4K Sell
149
-171
-53% -$5.78K ﹤0.01% 1819
2017
Q2 		$10K Buy
320
+211
+194% +$6.79K ﹤0.01% 1534
2017
Q1 		$3K Sell
109
-87
-44% -$2.55K ﹤0.01% 1809
2016
Q4 		$5K Buy
+196
New +$5.45K ﹤0.01% 1628

Other funds holding INDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's INDA Position: Q1 2026 in Review

Geneos Wealth Management reduced its iShares MSCI India ETF (INDA) stake by 3.5% in Q1 2026, selling an estimated $27.5K and leaving 14,614 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #603.

Geneos Wealth Management first reported a position in INDA in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.68M in Q2 2025. 559 funds tracked by Wall St. Rank hold INDA as of Q1 2026.

  • Geneos Wealth Management held 14,614 shares of iShares MSCI India ETF worth $685K as of Q1 2026.
  • Geneos Wealth Management sold 536 iShares MSCI India ETF shares in Q1 2026, an estimated $27.5K.
  • iShares MSCI India ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #603 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI India ETF in Q4 2016 and has held it in 21 quarters since.
  • Geneos Wealth Management's iShares MSCI India ETF position peaked at $2.68M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.