Geneos Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Geneos Wealth Management’s Portfolio TCBI Stock Details TCBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20	Closed	-$1.59K	–	3113
2025 Q2	$1.59K	Buy	20 +3	+18%	+$215	﹤0.01%	2871
2025 Q1	$1.27K	Sell	17 -1	-6%	-$78	﹤0.01%	2881
2024 Q4	$1.41K	Hold	18	–	–	﹤0.01%	2688
2024 Q3	$1.29K	Buy	+18	New	+$1.18K	﹤0.01%	2391
2021 Q4	–	Sell	-50	Closed	-$3K	–	2874
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	2595
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	2601
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	2828
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	2645
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	2570
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	2510
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	2423
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2404
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	2330
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	2258
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	2267
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	2233
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	2134
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	1996
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	1917
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	1895
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	1842
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	1869
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	1759
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	1789
2016 Q3	$2K	Buy	+50	New	+$2.52K	﹤0.01%	1812

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

Geneos Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q3 2025, closing a stake of 20 shares — an estimated $1.59K sold.

Geneos Wealth Management first reported a position in TCBI in Q3 2016 and held it in 25 quarters. The position peaked at $4K in Q3 2018. 333 funds tracked by Wall St. Rank hold TCBI as of Q3 2025.

Geneos Wealth Management reported no remaining Texas Capital Bancshares position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 20 Texas Capital Bancshares shares in Q3 2025, an estimated $1.59K.
Geneos Wealth Management first reported a position in Texas Capital Bancshares in Q3 2016 and held it in 25 quarters.
Geneos Wealth Management's Texas Capital Bancshares position peaked at $4K in Q3 2018.
333 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2025.

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