GWM
KDMN

Geneos Wealth Management’s Kadmon Holdings, Inc. KDMN Stock Holding History

Geneos Wealth Management’s Portfolio KDMN Stock Details KDMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$4K – 2360
2018
Q1 		$4K Sell
1,000
-211,240
-100% -$904K ﹤0.01% 1931
2017
Q4 		$768K Hold
212,240
– – 0.07% 250
2017
Q3 		$711K Buy
212,240
+61,140
+40% +$175K 0.07% 243
2017
Q2 		$587K Buy
151,100
+140,000
+1,261% +$396K 0.06% 265
2017
Q1 		$40K Buy
+11,100
New +$44.9K ﹤0.01% 978
2016
Q4 		– Sell
-1,100
Closed -$8K – 2099
2016
Q3 		$8K Buy
+1,100
New +$10K ﹤0.01% 1462

Other funds holding KDMN

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
ACP
Acuta Capital Partners Redwood City, California $142M AUM 783.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Puissance Capital Management New York $17.3M AUM 149.36% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

Geneos Wealth Management's KDMN Position: Q2 2018 in Review

Geneos Wealth Management sold out of Kadmon Holdings, Inc. (KDMN) in Q2 2018, closing a stake of 1,000 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in KDMN in Q3 2016 and held it in 6 quarters. The position peaked at $768K in Q4 2017. 79 funds tracked by Wall St. Rank hold KDMN as of Q2 2018.

  • Geneos Wealth Management reported no remaining Kadmon Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 Kadmon Holdings, Inc. shares in Q2 2018, an estimated $4K.
  • Geneos Wealth Management first reported a position in Kadmon Holdings, Inc. in Q3 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Kadmon Holdings, Inc. position peaked at $768K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Kadmon Holdings, Inc. as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.