Geneos Wealth Management Inc.
Position in HALO — Halozyme Therapeutics, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in HALO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$954,815
+$153,468 QoQ
Shares Held
12,199
-1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#314
of 666 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,299,056 across 37 Biotechnology names. HALO ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GALT |
Galectin Therapeutics Inc
|
240,427 | $1,115,581 | |
| 2 | HALO |
Halozyme Therapeutics, Inc.
This page
|
12,199 | $954,815 | |
| 3 | TWST |
Twist Bioscience Corp
|
5,300 | $545,264 | |
| 4 | AVXL |
Anavex Life Sciences Corp.
|
48,100 | $124,579 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
137 | $85,424 | |
| 6 | TGTX |
Tg Therapeutics, Inc.
|
1,269 | $69,718 | |
| 7 | IBRX |
ImmunityBio, Inc.
|
5,754 | $50,376 | |
| 8 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
101 | $50,169 |
All Filings in HALO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,815 | 12,199 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $801,347 | 12,399 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $841,182 | 12,499 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $902,008 | 12,299 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $539,551 | 10,372 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $593,369 | 9,299 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $188,849 | 3,950 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $231,822 | 4,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $238,238 | 4,550 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $176,958 | 4,350 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $160,776 | 4,350 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $166,170 | 4,350 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $156,904 | 4,350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $166,126 | 4,350 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $258,895 | 4,550 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $156,183 | 3,950 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $611,600 | 13,900 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $570,284 | 14,300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $583,045 | 14,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $606,132 | 14,900 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $687,961 | 15,150 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $675,794 | 16,210 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $691,902 | 16,200 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $545,310 | 20,750 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $616,630 | 23,000 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $422,765 | 23,500 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||