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Geneos Wealth Management’s OmniAb OABI Stock Holding History

Geneos Wealth Management’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-773
Closed -$1.34K – 2969
2025
Q2 		$1.34K Sell
773
-1,396
-64% -$2.34K ﹤0.01% 2905
2025
Q1 		$15.6K Buy
+2,169
New +$7.1K ﹤0.01% 2429

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

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

Geneos Wealth Management sold out of OmniAb (OABI) in Q3 2025, closing a stake of 773 shares — an estimated $1.34K sold.

Geneos Wealth Management first reported a position in OABI in Q1 2025 and held it in 2 quarters. The position peaked at $15.6K in Q1 2025. 140 funds tracked by Wall St. Rank hold OABI as of Q3 2025.

  • Geneos Wealth Management reported no remaining OmniAb position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 773 OmniAb shares in Q3 2025, an estimated $1.34K.
  • Geneos Wealth Management first reported a position in OmniAb in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's OmniAb position peaked at $15.6K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held OmniAb as of Q3 2025.

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