GWM
BVS icon

Geneos Wealth Management’s Bioventus BVS Stock Holding History

Geneos Wealth Management’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$3K – 2031
2022
Q3 		$3K Buy
+500
New +$3.92K ﹤0.01% 1768

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Geneos Wealth Management's BVS Position: Q4 2022 in Review

Geneos Wealth Management sold out of Bioventus (BVS) in Q4 2022, closing a stake of 500 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in BVS in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 84 funds tracked by Wall St. Rank hold BVS as of Q4 2022.

  • Geneos Wealth Management reported no remaining Bioventus position as of Q4 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Bioventus shares in Q4 2022, an estimated $3K.
  • Geneos Wealth Management first reported a position in Bioventus in Q3 2022 and held it in 1 quarter.
  • Geneos Wealth Management's Bioventus position peaked at $3K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held Bioventus as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.