GWM
CLAR icon

Geneos Wealth Management’s Clarus CLAR Stock Holding History

Geneos Wealth Management’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-390
Closed -$1.46K – 3130
2025
Q1 		$1.46K Buy
+390
New +$1.75K ﹤0.01% 3015
2020
Q1 		– Sell
-1,004
Closed -$13K – 2493
2019
Q4 		$13K Hold
1,004
– – ﹤0.01% 1865
2019
Q3 		$11K Hold
1,004
– – ﹤0.01% 1845
2019
Q2 		$14K Hold
1,004
– – ﹤0.01% 1777
2019
Q1 		$12K Hold
1,004
– – ﹤0.01% 1769
2018
Q4 		$9K Buy
+1,004
New +$10.5K ﹤0.01% 1810

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DRZID
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ACH
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First Eagle Investment Management
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return