GWM
TRHC

Geneos Wealth Management’s Tabula Rasa HealthCare, Inc. Common Stock TRHC Stock Holding History

Geneos Wealth Management’s Portfolio TRHC Stock Details TRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-972
Closed -$5K – 2842
2022
Q1 		$5K Hold
972
– – ﹤0.01% 2374
2021
Q4 		$14K Buy
+972
New +$17.7K ﹤0.01% 2060

Other funds holding TRHC

ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geneos Wealth Management's TRHC Position: Q2 2022 in Review

Geneos Wealth Management sold out of Tabula Rasa HealthCare, Inc. Common Stock (TRHC) in Q2 2022, closing a stake of 972 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in TRHC in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 96 funds tracked by Wall St. Rank hold TRHC as of Q2 2022.

  • Geneos Wealth Management reported no remaining Tabula Rasa HealthCare, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 972 Tabula Rasa HealthCare, Inc. Common Stock shares in Q2 2022, an estimated $5K.
  • Geneos Wealth Management first reported a position in Tabula Rasa HealthCare, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Tabula Rasa HealthCare, Inc. Common Stock position peaked at $14K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Tabula Rasa HealthCare, Inc. Common Stock as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.