GWM
GRDN

Geneos Wealth Management’s Guardian Pharmacy Services GRDN Stock Holding History

Geneos Wealth Management’s Portfolio GRDN Stock Details GRDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-105
Closed -$2.24K – 3242
2025
Q2 		$2.24K Sell
105
-72
-41% -$1.63K ﹤0.01% 2784
2025
Q1 		$3.76K Buy
177
+118
+200% +$2.42K ﹤0.01% 2830
2024
Q4 		$1.2K Buy
+59
New +$1.22K ﹤0.01% 2733

Other funds holding GRDN

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Geneos Wealth Management sold out of Guardian Pharmacy Services (GRDN) in Q3 2025, closing a stake of 105 shares — an estimated $2.24K sold.

Geneos Wealth Management first reported a position in GRDN in Q4 2024 and held it in 3 quarters. The position peaked at $3.76K in Q1 2025. 112 funds tracked by Wall St. Rank hold GRDN as of Q3 2025.

  • Geneos Wealth Management reported no remaining Guardian Pharmacy Services position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 105 Guardian Pharmacy Services shares in Q3 2025, an estimated $2.24K.
  • Geneos Wealth Management first reported a position in Guardian Pharmacy Services in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Guardian Pharmacy Services position peaked at $3.76K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Guardian Pharmacy Services as of Q3 2025.

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