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Geneos Wealth Management’s Establishment Labs ESTA Stock Holding History

Geneos Wealth Management’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-210
Closed -$8.97K – 2713
2025
Q2 		$8.97K Sell
210
-10
-5% -$349 ﹤0.01% 2365
2025
Q1 		$23.2K Buy
220
+91
+71% +$3.39K ﹤0.01% 2264
2024
Q4 		$5.94K Buy
129
+96
+291% +$4.18K ﹤0.01% 2269
2024
Q3 		$1.43K Buy
+33
New +$1.44K ﹤0.01% 2372

Other funds holding ESTA

JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geneos Wealth Management's ESTA Position: Q3 2025 in Review

Geneos Wealth Management sold out of Establishment Labs (ESTA) in Q3 2025, closing a stake of 210 shares — an estimated $8.97K sold.

Geneos Wealth Management first reported a position in ESTA in Q3 2024 and held it in 4 quarters. The position peaked at $23.2K in Q1 2025. 149 funds tracked by Wall St. Rank hold ESTA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Establishment Labs position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 210 Establishment Labs shares in Q3 2025, an estimated $8.97K.
  • Geneos Wealth Management first reported a position in Establishment Labs in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Establishment Labs position peaked at $23.2K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held Establishment Labs as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.