GWM
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Geneos Wealth Management’s Corcept Therapeutics CORT Stock Holding History

Geneos Wealth Management’s Portfolio CORT Stock Details CORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-77
Closed -$5.65K – 2634
2025
Q2 		$5.65K Sell
77
-11
-13% -$798 ﹤0.01% 2536
2025
Q1 		$28.2K Buy
88
+17
+24% +$1.03K ﹤0.01% 2177
2024
Q4 		$3.58K Hold
71
– – ﹤0.01% 2446
2024
Q3 		$3.29K Buy
+71
New +$2.52K ﹤0.01% 2182
2020
Q3 		– Sell
-1,000
Closed -$16K – 2640
2020
Q2 		$16K Buy
+1,000
New +$14K ﹤0.01% 1715
2017
Q2 		– Sell
-200
Closed -$2K – 2084
2017
Q1 		$2K Buy
+200
New +$1.76K ﹤0.01% 1865

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ISL
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PA
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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return