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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

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SCM
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Adage Capital Partners
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Vanguard Group
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T. Rowe Price Associates
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return