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Geneos Wealth Management’s Arrowhead Research ARWR Stock Holding History

Geneos Wealth Management’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$1.15K – 2521
2025
Q2 		$1.15K Sell
73
-203
-74% -$2.91K ﹤0.01% 2943
2025
Q1 		$3.52K Buy
+276
New +$5.02K ﹤0.01% 2846
2021
Q3 		– Sell
-3,694
Closed -$233K – 2833
2021
Q2 		$233K Sell
3,694
-4,500
-55% -$335K 0.01% 783
2021
Q1 		$596K Buy
8,194
+4,500
+122% +$349K 0.02% 588
2020
Q4 		$232K Buy
+3,694
New +$236K 0.01% 779
2020
Q1 		– Sell
-3,023
Closed -$196K – 2475
2019
Q4 		$196K Sell
3,023
-611
-17% -$30.3K 0.01% 706
2019
Q3 		$97K Buy
3,634
+1,798
+98% +$53.2K 0.01% 905
2019
Q2 		$48K Buy
+1,836
New +$40.3K ﹤0.01% 1208
2019
Q1 		– Sell
-2,583
Closed -$30K – 2402
2018
Q4 		$30K Hold
2,583
– – ﹤0.01% 1325
2018
Q3 		$49K Buy
+2,583
New +$42.4K ﹤0.01% 1179
2017
Q1 		– Sell
-8,002
Closed -$12K – 2062
2016
Q4 		$12K Buy
+8,002
New +$34.1K ﹤0.01% 1367

Other funds holding ARWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geneos Wealth Management's ARWR Position: Q3 2025 in Review

Geneos Wealth Management sold out of Arrowhead Research (ARWR) in Q3 2025, closing a stake of 73 shares — an estimated $1.15K sold.

Geneos Wealth Management first reported a position in ARWR in Q4 2016 and held it in 11 quarters. The position peaked at $596K in Q1 2021. 304 funds tracked by Wall St. Rank hold ARWR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Arrowhead Research position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 73 Arrowhead Research shares in Q3 2025, an estimated $1.15K.
  • Geneos Wealth Management first reported a position in Arrowhead Research in Q4 2016 and held it in 11 quarters.
  • Geneos Wealth Management's Arrowhead Research position peaked at $596K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.