Wells Fargo’s Opus Genetics IRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.2K | Sell |
3,785
-238,086
| -98% | -$824K | ﹤0.01% | 5830 |
|
|
2025
Q4 | $486K | Buy |
241,871
+238,086
| +6,290% | +$483K | ﹤0.01% | 4515 |
|
|
2025
Q3 | $6.25K | Hold |
3,785
| – | – | ﹤0.01% | 6036 |
|
|
2025
Q2 | $3.57K | Hold |
3,785
| – | – | ﹤0.01% | 6136 |
|
|
2025
Q1 | $3.72K | Buy |
3,785
+1,000
| +36% | +$1.12K | ﹤0.01% | 6076 |
|
|
2024
Q4 | $3.31K | Sell |
2,785
-4
| -0.1% | -$5 | ﹤0.01% | 6125 |
|
|
2024
Q3 | $3.65K | Hold |
2,789
| – | – | ﹤0.01% | 5975 |
|
|
2024
Q2 | $4.27K | Sell |
2,789
-177
| -6% | -$306 | ﹤0.01% | 5901 |
|
|
2024
Q1 | $5.96K | Buy |
2,966
+15
| +0.5% | +$38 | ﹤0.01% | 5857 |
|
|
2023
Q4 | $8.88K | Buy |
2,951
+9
| +0.3% | +$27 | ﹤0.01% | 5864 |
|
|
2023
Q3 | $9.86K | Buy |
2,942
+22
| +0.8% | +$88 | ﹤0.01% | 5811 |
|
|
2023
Q2 | $12.7K | Buy |
2,920
+6
| +0.2% | +$28 | ﹤0.01% | 5851 |
|
|
2023
Q1 | $10.9K | Buy |
2,914
+2
| +0.1% | +$7 | ﹤0.01% | 5838 |
|
|
2022
Q4 | $10.3K | Buy |
2,912
+4
| +0.1% | +$11 | ﹤0.01% | 5540 |
|
|
2022
Q3 | $6K | Buy |
2,908
+4
| +0.1% | +$9 | ﹤0.01% | 5871 |
|
|
2022
Q2 | $5K | Buy |
2,904
+12
| +0.4% | +$27 | ﹤0.01% | 6035 |
|
|
2022
Q1 | $9K | Buy |
2,892
+2,790
| +2,735% | +$9.55K | ﹤0.01% | 6326 |
|
|
2021
Q4 | $0 | Buy |
102
+35
| +52% | +$140 | ﹤0.01% | 7987 |
|
|
2021
Q3 | $0 | Buy |
67
+63
| +1,575% | +$290 | ﹤0.01% | 7691 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 7633 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 7556 |
|
|
2020
Q4 | $0 | Sell |
4
-7
| -64% | -$48 | ﹤0.01% | 7194 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 7081 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 6991 |
|
|
2020
Q1 | $0 | Buy |
11
+6
| +120% | +$52 | ﹤0.01% | 6992 |
|
|
2019
Q4 | $0 | Buy |
5
+1
| +25% | +$8 | ﹤0.01% | 6878 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 6850 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 6748 |
|
|
2019
Q1 | $0 | Sell |
4
-8
| -67% | -$265 | ﹤0.01% | 6620 |
|
|
2018
Q4 | $1K | Buy |
12
+4
| +50% | +$234 | ﹤0.01% | 6324 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 6333 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 6274 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 6298 |
|
|
2017
Q4 | $1K | Sell |
8
-164
| -95% | -$16.7K | ﹤0.01% | 6284 |
|
|
2017
Q3 | $20K | Buy |
172
+152
| +760% | +$16.4K | ﹤0.01% | 5714 |
|
|
2017
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 6012 |
|
|
2017
Q1 | $5K | Sell |
20
-5
| -20% | -$648 | ﹤0.01% | 6040 |
|
|
2016
Q4 | $1K | Buy |
25
+16
| +178% | +$1.3K | ﹤0.01% | 6187 |
|
|
2016
Q3 | $1K | Sell |
9
-3
| -25% | -$362 | ﹤0.01% | 6129 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 6032 |
|
|
2016
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 6050 |
|
|
2015
Q4 | – | Sell |
-823
| Closed | -$205K | – | 6488 |
|
|
2015
Q3 | $205K | Sell |
823
-31
| -4% | -$8.42K | ﹤0.01% | 4455 |
|
|
2015
Q2 | $249K | Sell |
854
-26
| -3% | -$8.83K | ﹤0.01% | 4486 |
|
|
2015
Q1 | $308K | Buy |
880
+256
| +41% | +$93K | ﹤0.01% | 4208 |
|
|
2014
Q4 | $210K | Buy |
624
+280
| +81% | +$96.7K | ﹤0.01% | 4389 |
|
|
2014
Q3 | $134K | Buy |
344
+26
| +8% | +$9.36K | ﹤0.01% | 4530 |
|
|
2014
Q2 | $133K | Buy |
318
+15
| +5% | +$6.82K | ﹤0.01% | 4560 |
|
|
2014
Q1 | $157K | Buy |
+303
| New | +$164K | ﹤0.01% | 4453 |
|
Other funds holding IRD
CP
BCM
VCM
BCM
ACM
PA