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Geneos Wealth Management’s KORU Medical Systems KRMD Stock Holding History

Geneos Wealth Management’s Portfolio KRMD Stock Details KRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-525
Closed -$3K – 2948
2020
Q3 		$3K Hold
525
– – ﹤0.01% 2320
2020
Q2 		$4K Hold
525
– – ﹤0.01% 2216
2020
Q1 		$3K Buy
+525
New +$3.53K ﹤0.01% 2175

Other funds holding KRMD

HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of KORU Medical Systems (KRMD) in Q4 2020, closing a stake of 525 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in KRMD in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 75 funds tracked by Wall St. Rank hold KRMD as of Q4 2020.

  • Geneos Wealth Management reported no remaining KORU Medical Systems position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 525 KORU Medical Systems shares in Q4 2020, an estimated $3K.
  • Geneos Wealth Management first reported a position in KORU Medical Systems in Q1 2020 and held it in 3 quarters.
  • Geneos Wealth Management's KORU Medical Systems position peaked at $4K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held KORU Medical Systems as of Q4 2020.

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