Kestra Private Wealth Services’s Opus Genetics IRD Stock Holding History

Kestra Private Wealth Services’s Portfolio IRD Stock Details IRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.2K	Sell	12,800 -3,200	-20%	-$11.1K	﹤0.01%	1710
2025 Q4	$32.2K	Sell	16,000 -3,000	-16%	-$6.09K	﹤0.01%	1694
2025 Q3	$31.4K	Hold	19,000	–	–	﹤0.01%	1649
2025 Q2	$17.9K	Sell	19,000 -29,341	-61%	-$27.2K	﹤0.01%	1596
2025 Q1	$47.5K	Hold	48,341	–	–	﹤0.01%	1474
2024 Q4	$57.5K	Buy	48,341 +6,000	+14%	+$6.89K	﹤0.01%	1383
2024 Q3	$55.5K	Hold	42,341	–	–	﹤0.01%	1329
2024 Q2	$64.8K	Hold	42,341	–	–	﹤0.01%	1304
2024 Q1	$85.1K	Hold	42,341	–	–	﹤0.01%	1243
2023 Q4	$127K	Buy	42,341 +32,341	+323%	+$95.6K	﹤0.01%	1132
2023 Q3	$33.5K	Hold	10,000	–	–	﹤0.01%	1141
2023 Q2	$43.4K	Hold	10,000	–	–	﹤0.01%	1048
2023 Q1	$37.5K	Buy	+10,000	New	+$35.9K	﹤0.01%	1024
2022 Q4	–	Sell	-10,000	Closed	-$20K	–	1004
2022 Q3	$20K	Hold	10,000	–	–	﹤0.01%	884
2022 Q2	$19K	Hold	10,000	–	–	﹤0.01%	898
2022 Q1	$32K	Buy	+10,000	New	+$34.2K	﹤0.01%	960

Other funds holding IRD

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Kestra Private Wealth Services's IRD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Opus Genetics (IRD) stake by 20% in Q1 2026, selling an estimated $11.1K and leaving 12,800 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Kestra Private Wealth Services first reported a position in IRD in Q1 2022 and has held it in 16 quarters since. The position peaked at $127K in Q4 2023. 79 funds tracked by Wall St. Rank hold IRD as of Q1 2026.

Kestra Private Wealth Services held 12,800 shares of Opus Genetics worth $58.2K as of Q1 2026.
Kestra Private Wealth Services sold 3,200 Opus Genetics shares in Q1 2026, an estimated $11.1K.
Opus Genetics made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1710 holding.
Kestra Private Wealth Services first reported a position in Opus Genetics in Q1 2022 and has held it in 16 quarters since.
Kestra Private Wealth Services's Opus Genetics position peaked at $127K in Q4 2023.
79 funds tracked by Wall St. Rank held Opus Genetics as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.