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Geneos Wealth Management’s Natera NTRA Stock Holding History

Geneos Wealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,093
Closed -$185K – 2956
2025
Q2 		$185K Sell
1,093
-5
-0.5% -$779 ﹤0.01% 1025
2025
Q1 		$155K Buy
1,098
+646
+143% +$104K 0.01% 1010
2024
Q4 		$71.6K Sell
452
-83
-16% -$12.1K ﹤0.01% 1183
2024
Q3 		$67.9K Buy
+535
New +$61.4K ﹤0.01% 1085

Other funds holding NTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geneos Wealth Management's NTRA Position: Q3 2025 in Review

Geneos Wealth Management sold out of Natera (NTRA) in Q3 2025, closing a stake of 1,093 shares — an estimated $185K sold.

Geneos Wealth Management first reported a position in NTRA in Q3 2024 and held it in 4 quarters. The position peaked at $185K in Q2 2025. 686 funds tracked by Wall St. Rank hold NTRA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Natera position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,093 Natera shares in Q3 2025, an estimated $185K.
  • Geneos Wealth Management first reported a position in Natera in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Natera position peaked at $185K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held Natera as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.