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Geneos Wealth Management’s Kura Oncology KURA Stock Holding History

Geneos Wealth Management’s Portfolio KURA Stock Details KURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-250
Closed -$5K – 2870
2021
Q2 		$5K Hold
250
– – ﹤0.01% 2449
2021
Q1 		$6K Hold
250
– – ﹤0.01% 2598
2020
Q4 		$7K Buy
+250
New +$8.79K ﹤0.01% 2366

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geneos Wealth Management's KURA Position: Q3 2021 in Review

Geneos Wealth Management sold out of Kura Oncology (KURA) in Q3 2021, closing a stake of 250 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in KURA in Q4 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 152 funds tracked by Wall St. Rank hold KURA as of Q3 2021.

  • Geneos Wealth Management reported no remaining Kura Oncology position as of Q3 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 250 Kura Oncology shares in Q3 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in Kura Oncology in Q4 2020 and held it in 3 quarters.
  • Geneos Wealth Management's Kura Oncology position peaked at $7K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Kura Oncology as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.