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Geneos Wealth Management’s OrthoPediatrics KIDS Stock Holding History

Geneos Wealth Management’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,314
Closed -$803K – 2945
2020
Q3 		$803K Buy
+18,314
New +$850K 0.04% 330

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's KIDS Position: Q4 2020 in Review

Geneos Wealth Management sold out of OrthoPediatrics (KIDS) in Q4 2020, closing a stake of 18,314 shares — an estimated $803K sold.

Geneos Wealth Management first reported a position in KIDS in Q3 2020 and held it in 1 quarter. The position peaked at $803K in Q3 2020. 133 funds tracked by Wall St. Rank hold KIDS as of Q4 2020.

  • Geneos Wealth Management reported no remaining OrthoPediatrics position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 18,314 OrthoPediatrics shares in Q4 2020, an estimated $803K.
  • Geneos Wealth Management first reported a position in OrthoPediatrics in Q3 2020 and held it in 1 quarter.
  • Geneos Wealth Management's OrthoPediatrics position peaked at $803K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.