Geneos Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Geneos Wealth Management’s Portfolio IRTC Stock Details IRTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24	Closed	-$3.69K	–	2830
2025 Q2	$3.69K	Sell	24 -48	-67%	-$6.2K	﹤0.01%	2656
2025 Q1	$7.54K	Buy	72 +48	+200%	+$5.08K	﹤0.01%	2657
2024 Q4	$2.16K	Hold	24	–	–	﹤0.01%	2572
2024 Q3	$1.78K	Buy	+24	New	+$1.91K	﹤0.01%	2326
2024 Q2	–	Sell	-8	Closed	-$928	–	2125
2024 Q1	$928	Buy	+8	New	+$899	﹤0.01%	2036
2022 Q3	–	Sell	-80	Closed	-$8K	–	2299
2022 Q2	$8K	Hold	80	–	–	﹤0.01%	2031
2022 Q1	$12K	Hold	80	–	–	﹤0.01%	2009
2021 Q4	$9K	Hold	80	–	–	﹤0.01%	2216
2021 Q3	$4K	Hold	80	–	–	﹤0.01%	2509
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	2446
2021 Q1	$6K	Hold	80	–	–	﹤0.01%	2596
2020 Q4	$10K	Hold	80	–	–	﹤0.01%	2215
2020 Q3	$18K	Hold	80	–	–	﹤0.01%	1701
2020 Q2	$8K	Hold	80	–	–	﹤0.01%	1981
2020 Q1	$6K	Hold	80	–	–	﹤0.01%	1986
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	2185
2019 Q3	$5K	Sell	80 -333	-81%	-$25.8K	﹤0.01%	2098
2019 Q2	$32K	Buy	413 +333	+416%	+$24.3K	﹤0.01%	1406
2019 Q1	$5K	Sell	80 -100	-56%	-$8.55K	﹤0.01%	2036
2018 Q4	$12K	Hold	180	–	–	﹤0.01%	1725
2018 Q3	$17K	Buy	+180	New	+$15.7K	﹤0.01%	1649

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geneos Wealth Management sold out of iRhythm Holdings (IRTC) in Q3 2025, closing a stake of 24 shares — an estimated $3.69K sold.

Geneos Wealth Management first reported a position in IRTC in Q3 2018 and held it in 21 quarters. The position peaked at $32K in Q2 2019. 337 funds tracked by Wall St. Rank hold IRTC as of Q3 2025.

Geneos Wealth Management reported no remaining iRhythm Holdings position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 24 iRhythm Holdings shares in Q3 2025, an estimated $3.69K.
Geneos Wealth Management first reported a position in iRhythm Holdings in Q3 2018 and held it in 21 quarters.
Geneos Wealth Management's iRhythm Holdings position peaked at $32K in Q2 2019.
337 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2025.

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