Geneos Wealth Management’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-45	Closed	-$3K	–	2479
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	2152
2018 Q3	$4K	Hold	45	–	–	﹤0.01%	2143
2018 Q2	$5K	Hold	45	–	–	﹤0.01%	1940
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	1922
2017 Q4	$4K	Hold	45	–	–	﹤0.01%	1902
2017 Q3	$5K	Hold	45	–	–	﹤0.01%	1779
2017 Q2	$5K	Buy	+45	New	+$5.08K	﹤0.01%	1745

Other funds holding TARO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Geneos Wealth Management's TARO Position: Q1 2019 in Review

Geneos Wealth Management sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q1 2019, closing a stake of 45 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in TARO in Q2 2017 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 104 funds tracked by Wall St. Rank hold TARO as of Q1 2019.

Geneos Wealth Management reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 45 Taro Pharmaceutical Industries Ltd. shares in Q1 2019, an estimated $3K.
Geneos Wealth Management first reported a position in Taro Pharmaceutical Industries Ltd. in Q2 2017 and held it in 7 quarters.
Geneos Wealth Management's Taro Pharmaceutical Industries Ltd. position peaked at $5K in Q2 2018.
104 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.