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GWM
Geneos Wealth Management’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Geneos Wealth Management’s Portfolio
BIO Stock Details
BIO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$125K
Sell
448
-35
-7%
-$10.1K
﹤0.01%
1107
2025
Q4
$146K
Buy
483
+467
+2,919%
+$146K
﹤0.01%
1035
2025
Q3
$4.49K
Sell
16
-126
-89%
-$34.3K
﹤0.01%
2163
2025
Q2
$34.3K
Sell
142
-25
-15%
-$5.91K
﹤0.01%
1765
2025
Q1
$40.7K
Buy
167
+121
+263%
+$36.4K
﹤0.01%
2023
2024
Q4
$15.1K
Buy
46
+3
+7%
+$1.02K
﹤0.01%
1862
2024
Q3
$14.4K
Buy
+43
New
+$13.7K
﹤0.01%
1686
2022
Q1
–
Sell
-3
Closed
-$2K
–
2762
2021
Q4
$2K
Sell
3
-34
-92%
-$25.4K
﹤0.01%
2562
2021
Q3
$27K
Sell
37
-10
-21%
-$7.49K
﹤0.01%
1765
2021
Q2
$31K
Buy
47
+10
+27%
+$6.09K
﹤0.01%
1696
2021
Q1
$23K
Hold
37
–
–
﹤0.01%
1993
2020
Q4
$21K
Buy
37
+34
+1,133%
+$19.4K
﹤0.01%
1864
2020
Q3
$1K
Hold
3
–
–
﹤0.01%
2489
2020
Q2
$1K
Buy
+3
New
+$1.32K
﹤0.01%
2425
2020
Q1
–
Sell
-3
Closed
-$1K
–
2483
2019
Q4
$1K
Hold
3
–
–
﹤0.01%
2435
2019
Q3
$1K
Buy
+3
New
+$979
﹤0.01%
2367
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$59B AUM
32.99%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
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$1.91T AUM
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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