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Geneos Wealth Management’s STAAR Surgical STAA Stock Holding History

Geneos Wealth Management’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$7K – 2524
2022
Q2 		$7K Hold
100
– – ﹤0.01% 2100
2022
Q1 		$7K Hold
100
– – ﹤0.01% 2249
2021
Q4 		$9K Hold
100
– – ﹤0.01% 2235
2021
Q3 		$12K Buy
+100
New +$14K ﹤0.01% 2158
2021
Q2 		– Sell
-32
Closed -$4K – 3097
2021
Q1 		$4K Buy
+32
New +$3.2K ﹤0.01% 2746

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geneos Wealth Management's STAA Position: Q3 2022 in Review

Geneos Wealth Management sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 100 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in STAA in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q3 2021. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

  • Geneos Wealth Management reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 100 STAAR Surgical shares in Q3 2022, an estimated $7K.
  • Geneos Wealth Management first reported a position in STAAR Surgical in Q1 2021 and held it in 5 quarters.
  • Geneos Wealth Management's STAAR Surgical position peaked at $12K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.