Geneos Wealth Management’s OraSure Technologies OSUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$1.71K | – | 2940 |
|
|
2024
Q3 | $1.71K | Hold |
400
| – | – | ﹤0.01% | 2331 |
|
|
2024
Q2 | $1.7K | Hold |
400
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q1 | $2.46K | Hold |
400
| – | – | ﹤0.01% | 1866 |
|
|
2023
Q4 | $3.28K | Hold |
400
| – | – | ﹤0.01% | 1819 |
|
|
2023
Q3 | $2.37K | Hold |
400
| – | – | ﹤0.01% | 1910 |
|
|
2023
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 1924 |
|
|
2023
Q1 | $2.42K | Hold |
400
| – | – | ﹤0.01% | 1874 |
|
|
2022
Q4 | $1.93K | Hold |
400
| – | – | ﹤0.01% | 1891 |
|
|
2022
Q3 | $1K | Buy |
400
+200
| +100% | +$723 | ﹤0.01% | 1955 |
|
|
2022
Q2 | $0 | Sell |
200
-3,198
| -94% | -$15.9K | ﹤0.01% | 2725 |
|
|
2022
Q1 | $23K | Sell |
3,398
-182
| -5% | -$1.45K | ﹤0.01% | 1740 |
|
|
2021
Q4 | $31K | Sell |
3,580
-300
| -8% | -$2.96K | ﹤0.01% | 1686 |
|
|
2021
Q3 | $41K | Buy |
3,880
+2,600
| +203% | +$28.6K | ﹤0.01% | 1580 |
|
|
2021
Q2 | $13K | Hold |
1,280
| – | – | ﹤0.01% | 2099 |
|
|
2021
Q1 | $11K | Hold |
1,280
| – | – | ﹤0.01% | 2346 |
|
|
2020
Q4 | $14K | Buy |
1,280
+400
| +45% | +$5.25K | ﹤0.01% | 2083 |
|
|
2020
Q3 | $9K | Sell |
880
-100
| -10% | -$1.37K | ﹤0.01% | 1989 |
|
|
2020
Q2 | $10K | Buy |
980
+580
| +145% | +$7.53K | ﹤0.01% | 1919 |
|
|
2020
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 2191 |
|
|
2019
Q4 | $3K | Hold |
400
| – | – | ﹤0.01% | 2311 |
|
|
2019
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 2316 |
|
|
2019
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 2101 |
|
|
2018
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 2058 |
|
|
2018
Q3 | $6K | Sell |
400
-225
| -36% | -$3.69K | ﹤0.01% | 2021 |
|
|
2018
Q2 | $10K | Hold |
625
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q1 | $10K | Hold |
625
| – | – | ﹤0.01% | 1650 |
|
|
2017
Q4 | $11K | Sell |
625
-1,468
| -70% | -$26.6K | ﹤0.01% | 1609 |
|
|
2017
Q3 | $47K | Buy |
2,093
+1,893
| +947% | +$38.1K | ﹤0.01% | 976 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1856 |
|
|
2017
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1912 |
|
|
2016
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 1979 |
|
|
2016
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 1906 |
|
|
2016
Q2 | $1K | Sell |
200
-150
| -43% | -$1.07K | ﹤0.01% | 1759 |
|
|
2016
Q1 | $2K | Buy |
+350
| New | +$2.23K | ﹤0.01% | 1678 |
|
Other funds holding OSUR
CCM
Geneos Wealth Management's OSUR Position: Q4 2024 in Review
Geneos Wealth Management sold out of OraSure Technologies (OSUR) in Q4 2024, closing a stake of 400 shares — an estimated $1.71K sold.
Geneos Wealth Management first reported a position in OSUR in Q1 2016 and held it in 35 quarters. The position peaked at $47K in Q3 2017. 191 funds tracked by Wall St. Rank hold OSUR as of Q4 2024.
- Geneos Wealth Management reported no remaining OraSure Technologies position as of Q4 2024 after selling out during the quarter.
- Geneos Wealth Management sold 400 OraSure Technologies shares in Q4 2024, an estimated $1.71K.
- Geneos Wealth Management first reported a position in OraSure Technologies in Q1 2016 and held it in 35 quarters.
- Geneos Wealth Management's OraSure Technologies position peaked at $47K in Q3 2017.
- 191 funds tracked by Wall St. Rank held OraSure Technologies as of Q4 2024.
Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.