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Geneos Wealth Management’s Ionis Pharmaceuticals IONS Stock Holding History

Geneos Wealth Management’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-139
Closed -$5.49K – 2823
2025
Q2 		$5.49K Buy
+139
New +$4.55K ﹤0.01% 2548
2023
Q2 		– Sell
-400
Closed -$14.3K – 2094
2023
Q1 		$14.3K Hold
400
– – ﹤0.01% 1446
2022
Q4 		$15.1K Hold
400
– – ﹤0.01% 1416
2022
Q3 		$17K Sell
400
-3,035
-88% -$128K ﹤0.01% 1375
2022
Q2 		$130K Sell
3,435
-1,628
-32% -$61.4K 0.01% 908
2022
Q1 		$187K Sell
5,063
-3
-0.1% -$98 0.01% 832
2021
Q4 		$154K Buy
5,066
+228
+5% +$7.18K 0.01% 983
2021
Q3 		$162K Buy
4,838
+134
+3% +$5.05K 0.01% 947
2021
Q2 		$187K Sell
4,704
-423
-8% -$16.6K 0.01% 877
2021
Q1 		$219K Sell
5,127
-612
-11% -$34.1K 0.01% 928
2020
Q4 		$242K Buy
+5,739
New +$286K 0.01% 765
2018
Q1 		– Sell
-100
Closed -$5K – 2206
2017
Q4 		$5K Buy
+100
New +$5.48K ﹤0.01% 1816
2017
Q1 		– Sell
-480
Closed -$22K – 2101
2016
Q4 		$22K Hold
480
– – ﹤0.01% 1144
2016
Q3 		$17K Hold
480
– – ﹤0.01% 1188
2016
Q2 		$11K Sell
480
-84
-15% -$2.71K ﹤0.01% 1294
2016
Q1 		$23K Buy
+564
New +$22.9K ﹤0.01% 1045

Other funds holding IONS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 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 IONS Position: Q3 2025 in Review

Geneos Wealth Management sold out of Ionis Pharmaceuticals (IONS) in Q3 2025, closing a stake of 139 shares — an estimated $5.49K sold.

Geneos Wealth Management first reported a position in IONS in Q1 2016 and held it in 16 quarters. The position peaked at $242K in Q4 2020. 435 funds tracked by Wall St. Rank hold IONS as of Q3 2025.

  • Geneos Wealth Management reported no remaining Ionis Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 139 Ionis Pharmaceuticals shares in Q3 2025, an estimated $5.49K.
  • Geneos Wealth Management first reported a position in Ionis Pharmaceuticals in Q1 2016 and held it in 16 quarters.
  • Geneos Wealth Management's Ionis Pharmaceuticals position peaked at $242K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2025.

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