GWM
ALAR

Geneos Wealth Management’s Alarum Technologies ALAR Stock Holding History

Geneos Wealth Management’s Portfolio ALAR Stock Details ALAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$796 – 3049
2024
Q4 		$796 Buy
+75
New +$974 ﹤0.01% 2819

Other funds holding ALAR

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Geneos Wealth Management's ALAR Position: Q1 2025 in Review

Geneos Wealth Management sold out of Alarum Technologies (ALAR) in Q1 2025, closing a stake of 75 shares — an estimated $796 sold.

Geneos Wealth Management first reported a position in ALAR in Q4 2024 and held it in 1 quarter. The position peaked at $796 in Q4 2024. 28 funds tracked by Wall St. Rank hold ALAR as of Q1 2025.

  • Geneos Wealth Management reported no remaining Alarum Technologies position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 75 Alarum Technologies shares in Q1 2025, an estimated $796.
  • Geneos Wealth Management first reported a position in Alarum Technologies in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Alarum Technologies position peaked at $796 in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Alarum Technologies as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.