GWM
ADMS

Geneos Wealth Management’s Adamas Pharmaceuticals ADMS Stock Holding History

Geneos Wealth Management’s Portfolio ADMS Stock Details ADMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-290
Closed -$5K – 2154
2017
Q1 		$5K Hold
290
– – ﹤0.01% 1707
2016
Q4 		$4K Buy
+290
New +$4.49K ﹤0.01% 1725

Other funds holding ADMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return

Geneos Wealth Management's ADMS Position: Q2 2017 in Review

Geneos Wealth Management sold out of Adamas Pharmaceuticals (ADMS) in Q2 2017, closing a stake of 290 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in ADMS in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 77 funds tracked by Wall St. Rank hold ADMS as of Q2 2017.

  • Geneos Wealth Management reported no remaining Adamas Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 290 Adamas Pharmaceuticals shares in Q2 2017, an estimated $5K.
  • Geneos Wealth Management first reported a position in Adamas Pharmaceuticals in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Adamas Pharmaceuticals position peaked at $5K in Q1 2017.
  • 77 funds tracked by Wall St. Rank held Adamas Pharmaceuticals as of Q2 2017.

Based on Geneos Wealth Management's 13F filing for Q2 2017, filed 7 Sep 2021.