GWM
IOVA icon

Geneos Wealth Management’s Iovance Biotherapeutics IOVA Stock Holding History

Geneos Wealth Management’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-705
Closed -$1.21K – 2826
2025
Q2 		$1.21K Buy
705
+448
+174% +$1.11K ﹤0.01% 2926
2025
Q1 		$856 Hold
257
– – ﹤0.01% 2965
2024
Q4 		$1.9K Hold
257
– – ﹤0.01% 2610
2024
Q3 		$2.41K Buy
+257
New +$2.44K ﹤0.01% 2257
2022
Q2 		– Sell
-350
Closed -$5K – 2685
2022
Q1 		$5K Buy
+350
New +$5.41K ﹤0.01% 2337

Other funds holding IOVA

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management sold out of Iovance Biotherapeutics (IOVA) in Q3 2025, closing a stake of 705 shares — an estimated $1.21K sold.

Geneos Wealth Management first reported a position in IOVA in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 253 funds tracked by Wall St. Rank hold IOVA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Iovance Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 705 Iovance Biotherapeutics shares in Q3 2025, an estimated $1.21K.
  • Geneos Wealth Management first reported a position in Iovance Biotherapeutics in Q1 2022 and held it in 5 quarters.
  • Geneos Wealth Management's Iovance Biotherapeutics position peaked at $5K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2025.

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