GWM
PVLA

Geneos Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Geneos Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed -$1K – 2159
2017
Q2 		$1K Buy
+4
New +$1.17K ﹤0.01% 2043

Other funds holding PVLA

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's PVLA Position: Q3 2017 in Review

Geneos Wealth Management sold out of Palvella Therapeutics (PVLA) in Q3 2017, closing a stake of 4 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in PVLA in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 66 funds tracked by Wall St. Rank hold PVLA as of Q3 2017.

  • Geneos Wealth Management reported no remaining Palvella Therapeutics position as of Q3 2017 after selling out during the quarter.
  • Geneos Wealth Management sold 4 Palvella Therapeutics shares in Q3 2017, an estimated $1K.
  • Geneos Wealth Management first reported a position in Palvella Therapeutics in Q2 2017 and held it in 1 quarter.
  • Geneos Wealth Management's Palvella Therapeutics position peaked at $1K in Q2 2017.
  • 66 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2017.

Based on Geneos Wealth Management's 13F filing for Q3 2017, filed 7 Sep 2021.