Geneos Wealth Management’s Aurinia Pharmaceuticals AUPH Stock Holding History

Geneos Wealth Management’s Portfolio AUPH Stock Details AUPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-108	Closed	-$839	–	2100
2023 Q3	$839	Hold	108	–	–	﹤0.01%	2048
2023 Q2	$1.04K	Hold	108	–	–	﹤0.01%	2016
2023 Q1	$1.18K	Buy	+108	New	+$951	﹤0.01%	1976
2022 Q4	–	Sell	-108	Closed	–	–	2020
2022 Q3	$0	Sell	108 -3,125	-97%	-$27.1K	﹤0.01%	2037
2022 Q2	$36K	Sell	3,233 -17	-0.5%	-$190	﹤0.01%	1413
2022 Q1	$40K	Buy	3,250 +1,142	+54%	+$17.7K	﹤0.01%	1475
2021 Q4	$48K	Hold	2,108	–	–	﹤0.01%	1495
2021 Q3	$45K	Buy	2,108 +1,850	+717%	+$29.4K	﹤0.01%	1539
2021 Q2	$3K	Sell	258 -850	-77%	-$10.8K	﹤0.01%	2552
2021 Q1	$14K	Hold	1,108	–	–	﹤0.01%	2228
2020 Q4	$5K	Buy	+1,108	New	+$16.1K	﹤0.01%	2448

Other funds holding AUPH

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

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

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geneos Wealth Management's AUPH Position: Q4 2023 in Review

Geneos Wealth Management sold out of Aurinia Pharmaceuticals (AUPH) in Q4 2023, closing a stake of 108 shares — an estimated $839 sold.

Geneos Wealth Management first reported a position in AUPH in Q4 2020 and held it in 11 quarters. The position peaked at $48K in Q4 2021. 191 funds tracked by Wall St. Rank hold AUPH as of Q4 2023.

Geneos Wealth Management reported no remaining Aurinia Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 108 Aurinia Pharmaceuticals shares in Q4 2023, an estimated $839.
Geneos Wealth Management first reported a position in Aurinia Pharmaceuticals in Q4 2020 and held it in 11 quarters.
Geneos Wealth Management's Aurinia Pharmaceuticals position peaked at $48K in Q4 2021.
191 funds tracked by Wall St. Rank held Aurinia Pharmaceuticals as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.