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Geneos Wealth Management’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Geneos Wealth Management’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-41
Closed -$1.13K – 3053
2025
Q2 		$1.13K Buy
+41
New +$1.01K ﹤0.01% 2951
2021
Q2 		– Sell
-113
Closed -$4K – 3074
2021
Q1 		$4K Buy
+113
New +$3.94K ﹤0.01% 2741

Other funds holding SBCF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Seacoast Banking Corp of Florida (SBCF) in Q3 2025, closing a stake of 41 shares — an estimated $1.13K sold.

Geneos Wealth Management first reported a position in SBCF in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 280 funds tracked by Wall St. Rank hold SBCF as of Q3 2025.

  • Geneos Wealth Management reported no remaining Seacoast Banking Corp of Florida position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 41 Seacoast Banking Corp of Florida shares in Q3 2025, an estimated $1.13K.
  • Geneos Wealth Management first reported a position in Seacoast Banking Corp of Florida in Q1 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Seacoast Banking Corp of Florida position peaked at $4K in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2025.

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