Geneos Wealth Management’s Biohaven BHVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23	Closed	-$553	–	3118
2025 Q1	$553	Hold	23	–	–	﹤0.01%	3033
2024 Q4	$859	Buy	+23	New	+$1.07K	﹤0.01%	2804

Other funds holding BHVN

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management's BHVN Position: Q2 2025 in Review

Geneos Wealth Management sold out of Biohaven (BHVN) in Q2 2025, closing a stake of 23 shares — an estimated $553 sold.

Geneos Wealth Management first reported a position in BHVN in Q4 2024 and held it in 2 quarters. The position peaked at $859 in Q4 2024. 249 funds tracked by Wall St. Rank hold BHVN as of Q2 2025.

Geneos Wealth Management reported no remaining Biohaven position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 23 Biohaven shares in Q2 2025, an estimated $553.
Geneos Wealth Management first reported a position in Biohaven in Q4 2024 and held it in 2 quarters.
Geneos Wealth Management's Biohaven position peaked at $859 in Q4 2024.
249 funds tracked by Wall St. Rank held Biohaven as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.