GWM
ITRM

Geneos Wealth Management’s Iterum Therapeutics ITRM Stock Holding History

Geneos Wealth Management’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,333
Closed -$4K – 2301
2022
Q2 		$4K Hold
1,333
– – ﹤0.01% 2258
2022
Q1 		$7K Buy
1,333
+333
+33% +$1.93K ﹤0.01% 2225
2021
Q4 		$5K Hold
1,000
– – ﹤0.01% 2401
2021
Q3 		$9K Buy
+1,000
New +$12.3K ﹤0.01% 2255

Other funds holding ITRM

NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's ITRM Position: Q3 2022 in Review

Geneos Wealth Management sold out of Iterum Therapeutics (ITRM) in Q3 2022, closing a stake of 1,333 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in ITRM in Q3 2021 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 25 funds tracked by Wall St. Rank hold ITRM as of Q3 2022.

  • Geneos Wealth Management reported no remaining Iterum Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 1,333 Iterum Therapeutics shares in Q3 2022, an estimated $4K.
  • Geneos Wealth Management first reported a position in Iterum Therapeutics in Q3 2021 and held it in 4 quarters.
  • Geneos Wealth Management's Iterum Therapeutics position peaked at $9K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.