Geneos Wealth Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Geneos Wealth Management’s Portfolio NARI Stock Details NARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$61.7K	–	2131
2023 Q1	$61.7K	Sell	1,000 -1,500	-60%	-$90K	﹤0.01%	1008
2022 Q4	$159K	Hold	2,500	–	–	0.01%	700
2022 Q3	$181K	Hold	2,500	–	–	0.01%	632
2022 Q2	$171K	Hold	2,500	–	–	0.01%	806
2022 Q1	$226K	Sell	2,500 -121	-5%	-$9.9K	0.01%	757
2021 Q4	$239K	Hold	2,621	–	–	0.01%	785
2021 Q3	$206K	Hold	2,621	–	–	0.01%	844
2021 Q2	$251K	Hold	2,621	–	–	0.01%	760
2021 Q1	$299K	Hold	2,621	–	–	0.01%	799
2020 Q4	$271K	Buy	2,621 +121	+5%	+$8.55K	0.01%	722
2020 Q3	$161K	Buy	2,500 +1,500	+150%	+$96.4K	0.01%	763
2020 Q2	$47K	Buy	+1,000	New	+$47.8K	﹤0.01%	1246

Other funds holding NARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geneos Wealth Management's NARI Position: Q2 2023 in Review

Geneos Wealth Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q2 2023, closing a stake of 1,000 shares — an estimated $61.7K sold.

Geneos Wealth Management first reported a position in NARI in Q2 2020 and held it in 12 quarters. The position peaked at $299K in Q1 2021. 250 funds tracked by Wall St. Rank hold NARI as of Q2 2023.

Geneos Wealth Management reported no remaining Inari Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Inari Medical, Inc. Common Stock shares in Q2 2023, an estimated $61.7K.
Geneos Wealth Management first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 12 quarters.
Geneos Wealth Management's Inari Medical, Inc. Common Stock position peaked at $299K in Q1 2021.
250 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.