Position in MDWD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,463
-$505 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in MDWD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Geneos Wealth Management Inc. holds $2,712,041 across 32 Biotechnology names. MDWD ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HALO |
Halozyme Therapeutics, Inc.
|
12,399 | $801,347 | |
| 2 | GALT |
Galectin Therapeutics Inc
|
240,927 | $672,186 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
835 | $645,154 | |
| 4 | AVXL |
Anavex Life Sciences Corp.
|
48,600 | $149,202 | |
| 5 | TGTX |
Tg Therapeutics, Inc.
|
2,169 | $72,054 | |
| 6 | INSM |
INSMED Inc
|
414 | $67,697 | |
| 7 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
101 | $45,100 | |
| 8 | IBRX |
ImmunityBio, Inc.
|
5,754 | $44,133 |
All Filings in MDWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,463 | 215 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,968 | 215 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,874 | 215 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,164 | 215 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,336 | 215 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $3,827 | 215 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||