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Center for Financial Planning’s Glaukos GKOS Stock Holding History

Center for Financial Planning’s Portfolio GKOS Stock Details GKOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$2.1K – 727
2024
Q4 		$2.1K Buy
+14
New +$1.93K ﹤0.01% 535

Other funds holding GKOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center for Financial Planning's GKOS Position: Q1 2025 in Review

Center for Financial Planning sold out of Glaukos (GKOS) in Q1 2025, closing a stake of 14 shares — an estimated $2.1K sold.

Center for Financial Planning first reported a position in GKOS in Q4 2024 and held it in 1 quarter. The position peaked at $2.1K in Q4 2024. 317 funds tracked by Wall St. Rank hold GKOS as of Q1 2025.

  • Center for Financial Planning reported no remaining Glaukos position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 14 Glaukos shares in Q1 2025, an estimated $2.1K.
  • Center for Financial Planning first reported a position in Glaukos in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's Glaukos position peaked at $2.1K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Glaukos as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.