GWM
TVTX icon

Geneos Wealth Management’s Travere Therapeutics TVTX Stock Holding History

Geneos Wealth Management’s Portfolio TVTX Stock Details TVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$4.47K – 2171
2023
Q3 		$4.47K Hold
500
– – ﹤0.01% 1774
2023
Q2 		$7.68K Hold
500
– – ﹤0.01% 1642
2023
Q1 		$11.2K Buy
+500
New +$10.6K ﹤0.01% 1517

Other funds holding TVTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geneos Wealth Management's TVTX Position: Q4 2023 in Review

Geneos Wealth Management sold out of Travere Therapeutics (TVTX) in Q4 2023, closing a stake of 500 shares — an estimated $4.47K sold.

Geneos Wealth Management first reported a position in TVTX in Q1 2023 and held it in 3 quarters. The position peaked at $11.2K in Q1 2023. 165 funds tracked by Wall St. Rank hold TVTX as of Q4 2023.

  • Geneos Wealth Management reported no remaining Travere Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Travere Therapeutics shares in Q4 2023, an estimated $4.47K.
  • Geneos Wealth Management first reported a position in Travere Therapeutics in Q1 2023 and held it in 3 quarters.
  • Geneos Wealth Management's Travere Therapeutics position peaked at $11.2K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Travere Therapeutics as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.