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Geneos Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Geneos Wealth Management’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$573 – 2147
2023
Q4 		$573 Buy
+100
New +$494 ﹤0.01% 2082

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APM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
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Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneos Wealth Management's CRBU Position: Q1 2024 in Review

Geneos Wealth Management sold out of Caribou Biosciences (CRBU) in Q1 2024, closing a stake of 100 shares — an estimated $573 sold.

Geneos Wealth Management first reported a position in CRBU in Q4 2023 and held it in 1 quarter. The position peaked at $573 in Q4 2023. 151 funds tracked by Wall St. Rank hold CRBU as of Q1 2024.

  • Geneos Wealth Management reported no remaining Caribou Biosciences position as of Q1 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Caribou Biosciences shares in Q1 2024, an estimated $573.
  • Geneos Wealth Management first reported a position in Caribou Biosciences in Q4 2023 and held it in 1 quarter.
  • Geneos Wealth Management's Caribou Biosciences position peaked at $573 in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.