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Gen-Wealth Partners’s Procept Biorobotics PRCT Stock Holding History

Gen-Wealth Partners’s Portfolio PRCT Stock Details PRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,370
Closed -$83.7K – 702
2024
Q2 		$83.7K Buy
+1,370
New +$81.5K 0.04% 305

Other funds holding PRCT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return

Gen-Wealth Partners's PRCT Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Procept Biorobotics (PRCT) in Q3 2024, closing a stake of 1,370 shares — an estimated $83.7K sold.

Gen-Wealth Partners first reported a position in PRCT in Q2 2024 and held it in 1 quarter. The position peaked at $83.7K in Q2 2024. 250 funds tracked by Wall St. Rank hold PRCT as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Procept Biorobotics position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,370 Procept Biorobotics shares in Q3 2024, an estimated $83.7K.
  • Gen-Wealth Partners first reported a position in Procept Biorobotics in Q2 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Procept Biorobotics position peaked at $83.7K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.