GWM
SRTA

Geneos Wealth Management’s Strata Critical Medical Inc SRTA Stock Holding History

Geneos Wealth Management’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$1.01K – 2470
2025
Q3 		$1.01K Hold
200
– – ﹤0.01% 2407
2025
Q2 		$806 Sell
200
-200
-50% -$651 ﹤0.01% 3039
2025
Q1 		$1.09K Buy
400
+200
+100% +$718 ﹤0.01% 3043
2024
Q4 		$850 Hold
200
– – ﹤0.01% 2806
2024
Q3 		$588 Hold
200
– – ﹤0.01% 2531
2024
Q2 		$696 Hold
200
– – ﹤0.01% 2021
2024
Q1 		$570 Buy
+200
New +$617 ﹤0.01% 2111

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $221M AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geneos Wealth Management's SRTA Position: Q4 2025 in Review

Geneos Wealth Management sold out of Strata Critical Medical Inc (SRTA) in Q4 2025, closing a stake of 200 shares — an estimated $1.01K sold.

Geneos Wealth Management first reported a position in SRTA in Q1 2024 and held it in 7 quarters. The position peaked at $1.09K in Q1 2025. 125 funds tracked by Wall St. Rank hold SRTA as of Q4 2025.

  • Geneos Wealth Management reported no remaining Strata Critical Medical Inc position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Strata Critical Medical Inc shares in Q4 2025, an estimated $1.01K.
  • Geneos Wealth Management first reported a position in Strata Critical Medical Inc in Q1 2024 and held it in 7 quarters.
  • Geneos Wealth Management's Strata Critical Medical Inc position peaked at $1.09K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.