GWM
BRKR icon

Geneos Wealth Management’s Bruker BRKR Stock Holding History

Geneos Wealth Management’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-286
Closed -$11.8K – 2578
2025
Q2 		$11.8K Sell
286
-458
-62% -$17.7K ﹤0.01% 2258
2025
Q1 		$31.1K Buy
744
+542
+268% +$28.2K ﹤0.01% 2138
2024
Q4 		$11.8K Hold
202
– – ﹤0.01% 1984
2024
Q3 		$13.9K Buy
+202
New +$13K ﹤0.01% 1703
2022
Q1 		– Sell
-20
Closed -$1K – 2771
2021
Q4 		$1K Buy
+20
New +$1.6K ﹤0.01% 2645
2019
Q1 		– Sell
-76
Closed -$2K – 2411
2018
Q4 		$2K Hold
76
– – ﹤0.01% 2175
2018
Q3 		$2K Hold
76
– – ﹤0.01% 2238
2018
Q2 		$2K Hold
76
– – ﹤0.01% 2090
2018
Q1 		$2K Hold
76
– – ﹤0.01% 2014
2017
Q4 		$2K Hold
76
– – ﹤0.01% 2005
2017
Q3 		$2K Hold
76
– – ﹤0.01% 1953
2017
Q2 		$2K Hold
76
– – ﹤0.01% 1905
2017
Q1 		$1K Sell
76
-182
-71% -$4.28K ﹤0.01% 1962
2016
Q4 		$5K Hold
258
– – ﹤0.01% 1611
2016
Q3 		$5K Buy
258
+182
+239% +$4.17K ﹤0.01% 1549
2016
Q2 		$1K Hold
76
– – ﹤0.01% 1726
2016
Q1 		$2K Buy
+76
New +$1.9K ﹤0.01% 1646

Other funds holding BRKR

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return