Geneos Wealth Management’s Axcelis ACLS Stock Holding History

Geneos Wealth Management’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$13K	–	2164
2017 Q3	$13K	Sell	500 -31	-6%	-$686	﹤0.01%	1470
2017 Q2	$11K	Buy	+531	New	+$11.2K	﹤0.01%	1486

Other funds holding ACLS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's ACLS Position: Q4 2017 in Review

Geneos Wealth Management sold out of Axcelis (ACLS) in Q4 2017, closing a stake of 500 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in ACLS in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 179 funds tracked by Wall St. Rank hold ACLS as of Q4 2017.

Geneos Wealth Management reported no remaining Axcelis position as of Q4 2017 after selling out during the quarter.
Geneos Wealth Management sold 500 Axcelis shares in Q4 2017, an estimated $13K.
Geneos Wealth Management first reported a position in Axcelis in Q2 2017 and held it in 2 quarters.
Geneos Wealth Management's Axcelis position peaked at $13K in Q3 2017.
179 funds tracked by Wall St. Rank held Axcelis as of Q4 2017.

Based on Geneos Wealth Management's 13F filing for Q4 2017, filed 7 Sep 2021.