Geneos Wealth Management’s QuidelOrtho QDEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-73	Closed	-$2.55K	–	3196
2025 Q1	$2.55K	Sell	73 -55	-43%	-$2.24K	﹤0.01%	2699
2024 Q4	$5.7K	Buy	+128	New	+$5.24K	﹤0.01%	2287
2022 Q2	–	Sell	-370	Closed	-$41K	–	2747
2022 Q1	$41K	Sell	370 -650	-64%	-$69.3K	﹤0.01%	1470
2021 Q4	$137K	Hold	1,020	–	–	0.01%	1051
2021 Q3	$137K	Hold	1,020	–	–	0.01%	1032
2021 Q2	$127K	Sell	1,020 -20	-2%	-$2.35K	0.01%	1062
2021 Q1	$108K	Hold	1,040	–	–	﹤0.01%	1271
2020 Q4	$128K	Sell	1,040 -270	-21%	-$60K	0.01%	1031
2020 Q3	$257K	Hold	1,310	–	–	0.01%	604
2020 Q2	$289K	Buy	+1,310	New	+$205K	0.02%	554

Other funds holding QDEL

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geneos Wealth Management's QDEL Position: Q2 2025 in Review

Geneos Wealth Management sold out of QuidelOrtho (QDEL) in Q2 2025, closing a stake of 73 shares — an estimated $2.55K sold.

Geneos Wealth Management first reported a position in QDEL in Q2 2020 and held it in 10 quarters. The position peaked at $289K in Q2 2020. 264 funds tracked by Wall St. Rank hold QDEL as of Q2 2025.

Geneos Wealth Management reported no remaining QuidelOrtho position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 73 QuidelOrtho shares in Q2 2025, an estimated $2.55K.
Geneos Wealth Management first reported a position in QuidelOrtho in Q2 2020 and held it in 10 quarters.
Geneos Wealth Management's QuidelOrtho position peaked at $289K in Q2 2020.
264 funds tracked by Wall St. Rank held QuidelOrtho as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.