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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
-135
Closed -$4.48K – 3163
2025
Q1 		$4.48K Hold
135
– – ﹤0.01% 2550
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 $6.73T AUM 46.02% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 135 shares — an estimated $4.48K sold.

Geneos Wealth Management first reported a position in HRMY in Q3 2024 and held it in 3 quarters. The position peaked at $5.4K in Q3 2024. 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 135 Harmony Biosciences shares in Q2 2025, an estimated $4.48K.
  • 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 $5.4K in Q3 2024.
  • 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.