CarsonAllaria Wealth Management’s Opus Genetics IRD Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-1,000	Closed	-$942	–	357
2025 Q2	$942	Hold	1,000	–	–	﹤0.01%	339
2025 Q1	$982	Hold	1,000	–	–	﹤0.01%	347
2024 Q4	$1.19K	Hold	1,000	–	–	﹤0.01%	326
2024 Q3	$1.31K	Hold	1,000	–	–	﹤0.01%	355
2024 Q2	$1.53K	Hold	1,000	–	–	﹤0.01%	334
2024 Q1	$2.01K	Hold	1,000	–	–	﹤0.01%	334
2023 Q4	$3.01K	Hold	1,000	–	–	﹤0.01%	281
2023 Q3	$3.35K	Hold	1,000	–	–	﹤0.01%	279
2023 Q2	$4.34K	Hold	1,000	–	–	﹤0.01%	277
2023 Q1	$3.75K	Hold	1,000	–	–	﹤0.01%	274
2022 Q4	$4K	Hold	1,000	–	–	﹤0.01%	254
2022 Q3	$2K	Hold	1,000	–	–	﹤0.01%	291
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	290
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	293
2021 Q4	$4K	Buy	+1,000	New	+$4.01K	﹤0.01%	294

Other funds holding IRD

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's IRD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Opus Genetics (IRD) in Q3 2025, closing a stake of 1,000 shares — an estimated $942 sold.

CarsonAllaria Wealth Management first reported a position in IRD in Q4 2021 and held it in 15 quarters. The position peaked at $4.34K in Q2 2023. 48 funds tracked by Wall St. Rank hold IRD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Opus Genetics position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,000 Opus Genetics shares in Q3 2025, an estimated $942.
CarsonAllaria Wealth Management first reported a position in Opus Genetics in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Opus Genetics position peaked at $4.34K in Q2 2023.
48 funds tracked by Wall St. Rank held Opus Genetics as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.