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 Q2	$52.6K	Hold	12,800	–	–	﹤0.01%	1764
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 $2.13B AUM 758.65% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $41.7M AUM 34.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestra Private Wealth Services's IRD Position: Q2 2026 in Review

Kestra Private Wealth Services held its Opus Genetics (IRD) position steady in Q2 2026 at 12,800 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Kestra Private Wealth Services first reported a position in IRD in Q1 2022 and has held it in 17 quarters since. The position peaked at $127K in Q4 2023. 103 funds tracked by Wall St. Rank hold IRD as of Q2 2026.

Kestra Private Wealth Services held 12,800 shares of Opus Genetics worth $52.6K as of Q2 2026.
Kestra Private Wealth Services left its Opus Genetics share count unchanged in Q2 2026.
Opus Genetics made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1764 holding.
Kestra Private Wealth Services first reported a position in Opus Genetics in Q1 2022 and has held it in 17 quarters since.
Kestra Private Wealth Services's Opus Genetics position peaked at $127K in Q4 2023.
103 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.