Geneos Wealth Management’s EyePoint Inc EYPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-116	Closed	-$2.4K	–	2101
2024 Q1	$2.4K	Buy	116 +16	+16%	+$396	﹤0.01%	1870
2023 Q4	$2.31K	Hold	100	–	–	﹤0.01%	1896
2023 Q3	$799	Hold	100	–	–	﹤0.01%	2054
2023 Q2	$870	Buy	+100	New	+$611	﹤0.01%	2033
2022 Q4	–	Sell	-100	Closed	–	–	2042
2022 Q3	$0	Hold	100	–	–	﹤0.01%	2196
2022 Q2	$0	Hold	100	–	–	﹤0.01%	2651
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	2637
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	2662
2021 Q3	$1K	Buy	+100	New	+$954	﹤0.01%	2734
2021 Q2	–	Sell	-100	Closed	-$1K	–	2933
2021 Q1	$1K	Buy	+100	New	+$1.13K	﹤0.01%	3007

Other funds holding EYPT

CAM

Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EWM

Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return

Geneos Wealth Management's EYPT Position: Q2 2024 in Review

Geneos Wealth Management sold out of EyePoint Inc (EYPT) in Q2 2024, closing a stake of 116 shares — an estimated $2.4K sold.

Geneos Wealth Management first reported a position in EYPT in Q1 2021 and held it in 10 quarters. The position peaked at $2.4K in Q1 2024. 152 funds tracked by Wall St. Rank hold EYPT as of Q2 2024.

Geneos Wealth Management reported no remaining EyePoint Inc position as of Q2 2024 after selling out during the quarter.
Geneos Wealth Management sold 116 EyePoint Inc shares in Q2 2024, an estimated $2.4K.
Geneos Wealth Management first reported a position in EyePoint Inc in Q1 2021 and held it in 10 quarters.
Geneos Wealth Management's EyePoint Inc position peaked at $2.4K in Q1 2024.
152 funds tracked by Wall St. Rank held EyePoint Inc as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.