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Geneos Wealth Management’s AYTU BioPharma AYTU Stock Holding History

Geneos Wealth Management’s Portfolio AYTU Stock Details AYTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-39
Closed -$3K – 2834
2021
Q2 		$3K Hold
39
– – ﹤0.01% 2553
2021
Q1 		$5K Hold
39
– – ﹤0.01% 2631
2020
Q4 		$5K Buy
+39
New +$7.1K ﹤0.01% 2449

Other funds holding AYTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's AYTU Position: Q3 2021 in Review

Geneos Wealth Management sold out of AYTU BioPharma (AYTU) in Q3 2021, closing a stake of 39 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in AYTU in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 39 funds tracked by Wall St. Rank hold AYTU as of Q3 2021.

  • Geneos Wealth Management reported no remaining AYTU BioPharma position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 39 AYTU BioPharma shares in Q3 2021, an estimated $3K.
  • Geneos Wealth Management first reported a position in AYTU BioPharma in Q4 2020 and held it in 3 quarters.
  • Geneos Wealth Management's AYTU BioPharma position peaked at $5K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held AYTU BioPharma as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.