CAPTRUST Financial Advisors’s Opus Genetics IRD Stock Holding History

CAPTRUST Financial Advisors’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 Q2	$132K	Hold	32,000	–	–	﹤0.01%	2987
2026 Q1	$146K	Hold	32,000	–	–	﹤0.01%	2747
2025 Q4	$64.3K	Hold	32,000	–	–	﹤0.01%	2659
2025 Q3	$52.8K	Hold	32,000	–	–	﹤0.01%	2558
2025 Q2	$30.1K	Buy	32,000 +4,000	+14%	+$3.7K	﹤0.01%	2461
2025 Q1	$27.5K	Hold	28,000	–	–	﹤0.01%	2308
2024 Q4	$33.3K	Buy	28,000 +10,000	+56%	+$11.5K	﹤0.01%	2259
2024 Q3	$23.6K	Hold	18,000	–	–	﹤0.01%	2258
2024 Q2	$27.5K	Hold	18,000	–	–	﹤0.01%	2171
2024 Q1	$36.2K	Hold	18,000	–	–	﹤0.01%	2096
2023 Q4	$54.2K	Hold	18,000	–	–	﹤0.01%	2581
2023 Q3	$60.3K	Sell	18,000 -1	-0%	-$4	﹤0.01%	2469
2023 Q2	$78.1K	Sell	18,001 -1,500	-8%	-$7.12K	﹤0.01%	2406
2023 Q1	$73.1K	Buy	+19,501	New	+$70K	﹤0.01%	2191
2022 Q4	–	Sell	-19,501	Closed	-$39K	–	2204
2022 Q3	$39K	Buy	19,501 +18,001	+1,200%	+$38.8K	﹤0.01%	2000
2022 Q2	$3K	Hold	1,500	–	–	﹤0.01%	4359
2022 Q1	$5K	Buy	+1,500	New	+$5.13K	﹤0.01%	4185

Other funds holding IRD

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $41.7M AUM 34.92% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CAPTRUST Financial Advisors's IRD Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its Opus Genetics (IRD) position steady in Q2 2026 at 32,000 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

CAPTRUST Financial Advisors first reported a position in IRD in Q1 2022 and has held it in 17 quarters since. The position peaked at $146K in Q1 2026. 103 funds tracked by Wall St. Rank hold IRD as of Q2 2026.

CAPTRUST Financial Advisors held 32,000 shares of Opus Genetics worth $132K as of Q2 2026.
CAPTRUST Financial Advisors left its Opus Genetics share count unchanged in Q2 2026.
Opus Genetics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2987 holding.
CAPTRUST Financial Advisors first reported a position in Opus Genetics in Q1 2022 and has held it in 17 quarters since.
CAPTRUST Financial Advisors's Opus Genetics position peaked at $146K in Q1 2026.
103 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.