Allworth Financial
IRD icon

Allworth Financial’s Opus Genetics IRD Stock Holding History

Allworth Financial’s Portfolio IRD Stock Details IRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21 Buy
+5
New +$21 ﹤0.01% 5221
2026
Q2 		– Sell
-5
Closed -$23 – 5448
2026
Q1 		$23 Hold
5
– – ﹤0.01% 5124
2025
Q4 		$11 Buy
+5
New +$10 ﹤0.01% 4949

Other funds holding IRD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Allworth Financial's IRD Position: Q3 2026 in Review

Allworth Financial opened a new position in Opus Genetics (IRD) in Q3 2026: 5 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #5221 among its holdings. This is a return to the name: Allworth Financial previously reported a position in IRD as recently as Q1 2026.

Allworth Financial first reported a position in IRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $23 in Q1 2026. 43 funds tracked by Wall St. Rank hold IRD as of Q3 2026.

  • Allworth Financial held 5 shares of Opus Genetics worth $21 as of Q3 2026.
  • Opus Genetics was a new Allworth Financial position in Q3 2026.
  • Opus Genetics made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5221 holding.
  • Allworth Financial first reported a position in Opus Genetics in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Opus Genetics position peaked at $23 in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Opus Genetics as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.