GWM
HRMY icon

Geneos Wealth Management’s Harmony Biosciences HRMY Stock Holding History

Geneos Wealth Management’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-405
Closed -$13.4K – 3169
2025
Q1 		$13.4K Buy
405
+270
+200% +$9.68K ﹤0.01% 2476
2024
Q4 		$4.64K Hold
135
– – ﹤0.01% 2362
2024
Q3 		$5.4K Buy
+135
New +$4.74K ﹤0.01% 2054

Other funds holding HRMY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's HRMY Position: Q2 2025 in Review

Geneos Wealth Management sold out of Harmony Biosciences (HRMY) in Q2 2025, closing a stake of 405 shares — an estimated $13.4K sold.

Geneos Wealth Management first reported a position in HRMY in Q3 2024 and held it in 3 quarters. The position peaked at $13.4K in Q1 2025. 279 funds tracked by Wall St. Rank hold HRMY as of Q2 2025.

  • Geneos Wealth Management reported no remaining Harmony Biosciences position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 405 Harmony Biosciences shares in Q2 2025, an estimated $13.4K.
  • Geneos Wealth Management first reported a position in Harmony Biosciences in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Harmony Biosciences position peaked at $13.4K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Harmony Biosciences as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.