Geneos Wealth Management
ESPR icon

Geneos Wealth Management’s Esperion Therapeutics ESPR Stock Holding History

Geneos Wealth Management’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,150
Closed -$15.7K – 3084
2024
Q4 		$15.7K Hold
7,150
– – ﹤0.01% 1845
2024
Q3 		$11.8K Hold
7,150
– – ﹤0.01% 1771
2024
Q2 		$15.9K Buy
+7,150
New +$16.8K ﹤0.01% 1409
2023
Q2 		– Sell
-9,750
Closed -$15.5K – 2081
2023
Q1 		$15.5K Hold
9,750
– – ﹤0.01% 1426
2022
Q4 		$60.7K Hold
9,750
– – ﹤0.01% 981
2022
Q3 		$65K Sell
9,750
-430
-4% -$2.95K ﹤0.01% 939
2022
Q2 		$65K Sell
10,180
-21,351
-68% -$121K ﹤0.01% 1171
2022
Q1 		$146K Hold
31,531
– – 0.01% 938
2021
Q4 		$157K Buy
31,531
+30,631
+3,403% +$245K 0.01% 974
2021
Q3 		$10K Hold
900
– – ﹤0.01% 2216
2021
Q2 		$18K Hold
900
– – ﹤0.01% 1957
2021
Q1 		$24K Hold
900
– – ﹤0.01% 1975
2020
Q4 		$24K Sell
900
-570
-39% -$17.1K ﹤0.01% 1791
2020
Q3 		$55K Hold
1,470
– – ﹤0.01% 1207
2020
Q2 		$67K Sell
1,470
-150
-9% -$6.28K ﹤0.01% 1092
2020
Q1 		$57K Buy
1,620
+1,130
+231% +$59.6K ﹤0.01% 1062
2019
Q4 		$29K Sell
490
-73
-13% -$3.28K ﹤0.01% 1518
2019
Q3 		$21K Hold
563
– – ﹤0.01% 1570
2019
Q2 		$26K Hold
563
– – ﹤0.01% 1506
2019
Q1 		$22K Hold
563
– – ﹤0.01% 1525
2018
Q4 		$24K Buy
563
+73
+15% +$3.52K ﹤0.01% 1417
2018
Q3 		$21K Buy
490
+240
+96% +$11K ﹤0.01% 1548
2018
Q2 		$9K Buy
+250
New +$12.6K ﹤0.01% 1754

Other funds holding ESPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geneos Wealth Management's ESPR Position: Q1 2025 in Review

Geneos Wealth Management sold out of Esperion Therapeutics (ESPR) in Q1 2025, closing a stake of 7,150 shares — an estimated $15.7K sold.

Geneos Wealth Management first reported a position in ESPR in Q2 2018 and held it in 23 quarters. The position peaked at $157K in Q4 2021. 187 funds tracked by Wall St. Rank hold ESPR as of Q1 2025.

  • Geneos Wealth Management reported no remaining Esperion Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 7,150 Esperion Therapeutics shares in Q1 2025, an estimated $15.7K.
  • Geneos Wealth Management first reported a position in Esperion Therapeutics in Q2 2018 and held it in 23 quarters.
  • Geneos Wealth Management's Esperion Therapeutics position peaked at $157K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.