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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$504K Sell
10,199
-4,415
-30% -$215K 0.01% 734
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 Buy
48,059
+24,123
+101% +$1.29M 0.07% 315
2025
Q1
$1.23M Sell
23,936
-4,364
-15% -$220K 0.04% 405
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

Geneos Wealth Management's INDA Position: Q2 2026 in Review

Geneos Wealth Management reduced its iShares MSCI India ETF (INDA) stake by 30% in Q2 2026, selling an estimated $215K and leaving 10,199 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #734.

Geneos Wealth Management first reported a position in INDA in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.68M in Q2 2025. 539 funds tracked by Wall St. Rank hold INDA as of Q2 2026.

  • Geneos Wealth Management held 10,199 shares of iShares MSCI India ETF worth $504K as of Q2 2026.
  • Geneos Wealth Management sold 4,415 iShares MSCI India ETF shares in Q2 2026, an estimated $215K.
  • iShares MSCI India ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #734 holding.
  • Geneos Wealth Management first reported a position in iShares MSCI India ETF in Q4 2016 and has held it in 22 quarters since.
  • Geneos Wealth Management's iShares MSCI India ETF position peaked at $2.68M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held iShares MSCI India ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.