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Kanen Wealth Management’s Biote Corp BTMD Stock Holding History

Kanen Wealth Management’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-289,803
Closed -$1.79M – 24
2024
Q4 		$1.79M Buy
+289,803
New +$1.68M 0.67% 17
2023
Q3 		– Sell
-72,185
Closed -$488K – 18
2023
Q2 		$488K Buy
+72,185
New +$428K 0.32% 18

Other funds holding BTMD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kanen Wealth Management's BTMD Position: Q1 2025 in Review

Kanen Wealth Management sold out of Biote Corp (BTMD) in Q1 2025, closing a stake of 289,803 shares — an estimated $1.79M sold.

Kanen Wealth Management first reported a position in BTMD in Q2 2023 and held it in 2 quarters. The position peaked at $1.79M in Q4 2024. 90 funds tracked by Wall St. Rank hold BTMD as of Q1 2025.

  • Kanen Wealth Management reported no remaining Biote Corp position as of Q1 2025 after selling out during the quarter.
  • Kanen Wealth Management sold 289,803 Biote Corp shares in Q1 2025, an estimated $1.79M.
  • Kanen Wealth Management first reported a position in Biote Corp in Q2 2023 and held it in 2 quarters.
  • Kanen Wealth Management's Biote Corp position peaked at $1.79M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Biote Corp as of Q1 2025.

Based on Kanen Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.