GWM
TVRD

Geneos Wealth Management’s Tvardi Therapeutics TVRD Stock Holding History

Geneos Wealth Management’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-50
Closed -$15K – 2639
2022
Q2 		$15K Hold
50
– – ﹤0.01% 1824
2022
Q1 		$21K Sell
50
-7
-12% -$2.87K ﹤0.01% 1793
2021
Q4 		$25K Sell
57
-29
-34% -$14.6K ﹤0.01% 1782
2021
Q3 		$47K Sell
86
-11
-11% -$5.52K ﹤0.01% 1529
2021
Q2 		$50K Sell
97
-29
-23% -$18.4K ﹤0.01% 1482
2021
Q1 		$58K Sell
126
-16
-11% -$11K ﹤0.01% 1551
2020
Q4 		$81K Buy
142
+30
+27% +$15.7K ﹤0.01% 1231
2020
Q3 		$52K Hold
112
– – ﹤0.01% 1241
2020
Q2 		$68K Sell
112
-7
-6% -$3.87K ﹤0.01% 1088
2020
Q1 		$53K Hold
119
– – ﹤0.01% 1093
2019
Q4 		$70K Buy
119
+2
+2% +$1.4K ﹤0.01% 1097
2019
Q3 		$78K Sell
117
-8
-6% -$6.65K ﹤0.01% 992
2019
Q2 		$96K Hold
125
– – 0.01% 927
2019
Q1 		$88K Hold
125
– – 0.01% 910
2018
Q4 		$57K Sell
125
-37
-23% -$23.9K ﹤0.01% 1037
2018
Q3 		$140K Buy
162
+25
+18% +$18K 0.01% 777
2018
Q2 		$94K Hold
137
– – 0.01% 813
2018
Q1 		$60K Sell
137
-79
-37% -$38.3K 0.01% 934
2017
Q4 		$95K Buy
216
+51
+31% +$23.2K 0.01% 765
2017
Q3 		$81K Hold
165
– – 0.01% 773
2017
Q2 		$91K Buy
165
+35
+27% +$22.2K 0.01% 717
2017
Q1 		$86K Buy
130
+55
+73% +$29.4K 0.01% 706
2016
Q4 		$24K Buy
75
+44
+142% +$14.1K ﹤0.01% 1117
2016
Q3 		$9K Buy
+31
New +$6.72K ﹤0.01% 1418

Other funds holding TVRD

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
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Tvardi Therapeutics (TVRD) in Q3 2022, closing a stake of 50 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in TVRD in Q3 2016 and held it in 24 quarters. The position peaked at $140K in Q3 2018. 164 funds tracked by Wall St. Rank hold TVRD as of Q3 2022.

  • Geneos Wealth Management reported no remaining Tvardi Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Tvardi Therapeutics shares in Q3 2022, an estimated $15K.
  • Geneos Wealth Management first reported a position in Tvardi Therapeutics in Q3 2016 and held it in 24 quarters.
  • Geneos Wealth Management's Tvardi Therapeutics position peaked at $140K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q3 2022.

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