GWM
IART icon

Geneos Wealth Management’s Integra LifeSciences IART Stock Holding History

Geneos Wealth Management’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-276
Closed -$3.39K – 2810
2025
Q2 		$3.39K Sell
276
-568
-67% -$8.25K ﹤0.01% 2681
2025
Q1 		$18.6K Buy
844
+696
+470% +$16.4K ﹤0.01% 2353
2024
Q4 		$3.36K Buy
148
+5
+3% +$109 ﹤0.01% 2460
2024
Q3 		$2.6K Buy
+143
New +$3.31K ﹤0.01% 2237

Other funds holding IART

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 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 IART Position: Q3 2025 in Review

Geneos Wealth Management sold out of Integra LifeSciences (IART) in Q3 2025, closing a stake of 276 shares — an estimated $3.39K sold.

Geneos Wealth Management first reported a position in IART in Q3 2024 and held it in 4 quarters. The position peaked at $18.6K in Q1 2025. 207 funds tracked by Wall St. Rank hold IART as of Q3 2025.

  • Geneos Wealth Management reported no remaining Integra LifeSciences position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 276 Integra LifeSciences shares in Q3 2025, an estimated $3.39K.
  • Geneos Wealth Management first reported a position in Integra LifeSciences in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Integra LifeSciences position peaked at $18.6K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Integra LifeSciences as of Q3 2025.

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