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Geneos Wealth Management’s Adaptive Biotechnologies ADPT Stock Holding History

Geneos Wealth Management’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-39
Closed -$1K – 2846
2021
Q1 		$1K Hold
39
– – ﹤0.01% 2978
2020
Q4 		$1K Buy
+39
New +$2.01K ﹤0.01% 2756

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Vanguard Group
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BlackRock
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geneos Wealth Management's ADPT Position: Q2 2021 in Review

Geneos Wealth Management sold out of Adaptive Biotechnologies (ADPT) in Q2 2021, closing a stake of 39 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in ADPT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 230 funds tracked by Wall St. Rank hold ADPT as of Q2 2021.

  • Geneos Wealth Management reported no remaining Adaptive Biotechnologies position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 39 Adaptive Biotechnologies shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in Adaptive Biotechnologies in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Adaptive Biotechnologies position peaked at $1K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.