Geneos Wealth Management’s Curis CRIS Stock Holding History

Geneos Wealth Management’s Portfolio CRIS Stock Details CRIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7	Closed	-$13K	–	2790
2021 Q4	$13K	Sell	7 -2	-22%	-$4.76K	﹤0.01%	2066
2021 Q3	$30K	Hold	9	–	–	﹤0.01%	1718
2021 Q2	$29K	Hold	9	–	–	﹤0.01%	1729
2021 Q1	$40K	Hold	9	–	–	﹤0.01%	1739
2020 Q4	$43K	Hold	9	–	–	﹤0.01%	1531
2020 Q3	$4K	Hold	9	–	–	﹤0.01%	2237
2020 Q2	$4K	Hold	9	–	–	﹤0.01%	2195
2020 Q1	$2K	Hold	9	–	–	﹤0.01%	2243
2019 Q4	$5K	Hold	9	–	–	﹤0.01%	2167
2019 Q3	$9K	Hold	9	–	–	﹤0.01%	1920
2019 Q2	$7K	Hold	9	–	–	﹤0.01%	2006
2019 Q1	$7K	Hold	9	–	–	﹤0.01%	1938
2018 Q4	$2K	Hold	9	–	–	﹤0.01%	2182
2018 Q3	$6K	Hold	9	–	–	﹤0.01%	2003
2018 Q2	$6K	Buy	+9	New	+$9.22K	﹤0.01%	1863

Other funds holding CRIS

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

SCM

Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Geneos Wealth Management's CRIS Position: Q1 2022 in Review

Geneos Wealth Management sold out of Curis (CRIS) in Q1 2022, closing a stake of 7 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in CRIS in Q2 2018 and held it in 15 quarters. The position peaked at $43K in Q4 2020. 124 funds tracked by Wall St. Rank hold CRIS as of Q1 2022.

Geneos Wealth Management reported no remaining Curis position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 7 Curis shares in Q1 2022, an estimated $13K.
Geneos Wealth Management first reported a position in Curis in Q2 2018 and held it in 15 quarters.
Geneos Wealth Management's Curis position peaked at $43K in Q4 2020.
124 funds tracked by Wall St. Rank held Curis as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.