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Geneos Wealth Management’s Cerus CERS Stock Holding History

Geneos Wealth Management’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.28K Hold
4,000
– – ﹤0.01% 2075
2025
Q4 		$8.24K Hold
4,000
– – ﹤0.01% 2014
2025
Q3 		$6.36K Hold
4,000
– – ﹤0.01% 2089
2025
Q2 		$5.64K Sell
4,000
-4,000
-50% -$5.33K ﹤0.01% 2538
2025
Q1 		$11.1K Buy
8,000
+4,000
+100% +$6.7K ﹤0.01% 2533
2024
Q4 		$6.16K Buy
4,000
+2,000
+100% +$3.44K ﹤0.01% 2253
2024
Q3 		$3.48K Hold
2,000
– – ﹤0.01% 2172
2024
Q2 		$3.52K Buy
+2,000
New +$3.58K ﹤0.01% 1788
2017
Q2 		– Sell
-450
Closed -$2K – 2080
2017
Q1 		$2K Hold
450
– – ﹤0.01% 1863
2016
Q4 		$1K Hold
450
– – ﹤0.01% 1930
2016
Q3 		$2K Buy
+450
New +$2.94K ﹤0.01% 1753

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return