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Geneos Wealth Management’s Independent Bank INDB Stock Holding History

Geneos Wealth Management’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-212
Closed -$13.3K – 2817
2025
Q2 		$13.3K Sell
212
-355
-63% -$21.6K ﹤0.01% 2210
2025
Q1 		$35.5K Buy
567
+423
+294% +$27.8K ﹤0.01% 2089
2024
Q4 		$9.24K Hold
144
– – ﹤0.01% 2075
2024
Q3 		$8.52K Buy
+144
New +$8.47K ﹤0.01% 1893
2022
Q1 		– Sell
-303
Closed -$24K – 2864
2021
Q4 		$24K Buy
+303
New +$25.2K ﹤0.01% 1794

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geneos Wealth Management's INDB Position: Q3 2025 in Review

Geneos Wealth Management sold out of Independent Bank (INDB) in Q3 2025, closing a stake of 212 shares — an estimated $13.3K sold.

Geneos Wealth Management first reported a position in INDB in Q4 2021 and held it in 5 quarters. The position peaked at $35.5K in Q1 2025. 307 funds tracked by Wall St. Rank hold INDB as of Q3 2025.

  • Geneos Wealth Management reported no remaining Independent Bank position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 212 Independent Bank shares in Q3 2025, an estimated $13.3K.
  • Geneos Wealth Management first reported a position in Independent Bank in Q4 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Independent Bank position peaked at $35.5K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Independent Bank as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.