Forum Financial Management’s Glaukos GKOS Stock Holding History

Forum Financial Management’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	-1,406	Closed	-$211K	–	892
2024 Q4	$211K	Buy	+1,406	New	+$194K	﹤0.01%	824

Other funds holding GKOS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Forum Financial Management's GKOS Position: Q1 2025 in Review

Forum Financial Management sold out of Glaukos (GKOS) in Q1 2025, closing a stake of 1,406 shares — an estimated $211K sold.

Forum Financial Management first reported a position in GKOS in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 317 funds tracked by Wall St. Rank hold GKOS as of Q1 2025.

Forum Financial Management reported no remaining Glaukos position as of Q1 2025 after selling out during the quarter.
Forum Financial Management sold 1,406 Glaukos shares in Q1 2025, an estimated $211K.
Forum Financial Management first reported a position in Glaukos in Q4 2024 and held it in 1 quarter.
Forum Financial Management's Glaukos position peaked at $211K in Q4 2024.
317 funds tracked by Wall St. Rank held Glaukos as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.