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Geneos Wealth Management’s United Therapeutics UTHR Stock Holding History

Geneos Wealth Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$2.1K – 2562
2025
Q3 		$2.1K Sell
5
-140
-97% -$47.1K ﹤0.01% 2313
2025
Q2 		$41.7K Hold
145
– – ﹤0.01% 1675
2025
Q1 		$44.7K Buy
145
+85
+142% +$29.1K ﹤0.01% 1545
2024
Q4 		$21.2K Buy
+60
New +$22.1K ﹤0.01% 1703
2021
Q3 		– Sell
-24
Closed -$4K – 2910
2021
Q2 		$4K Buy
+24
New +$4.57K ﹤0.01% 2537

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Geneos Wealth Management's UTHR Position: Q4 2025 in Review

Geneos Wealth Management sold out of United Therapeutics (UTHR) in Q4 2025, closing a stake of 5 shares — an estimated $2.1K sold.

Geneos Wealth Management first reported a position in UTHR in Q2 2021 and held it in 5 quarters. The position peaked at $44.7K in Q1 2025. 838 funds tracked by Wall St. Rank hold UTHR as of Q4 2025.

  • Geneos Wealth Management reported no remaining United Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 5 United Therapeutics shares in Q4 2025, an estimated $2.1K.
  • Geneos Wealth Management first reported a position in United Therapeutics in Q2 2021 and held it in 5 quarters.
  • Geneos Wealth Management's United Therapeutics position peaked at $44.7K in Q1 2025.
  • 838 funds tracked by Wall St. Rank held United Therapeutics as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.