Geneos Wealth Management’s Agios Pharmaceuticals AGIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	-$4K	–	3115
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2515
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2297
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	2124
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	2148
2019 Q4	$4K	Sell	100 -237	-70%	-$8.96K	﹤0.01%	2214
2019 Q3	$11K	Hold	337	–	–	﹤0.01%	1840
2019 Q2	$16K	Hold	337	–	–	﹤0.01%	1729
2019 Q1	$22K	Hold	337	–	–	﹤0.01%	1520
2018 Q4	$15K	Hold	337	–	–	﹤0.01%	1619
2018 Q3	$25K	Hold	337	–	–	﹤0.01%	1467
2018 Q2	$28K	Sell	337 -20	-6%	-$1.74K	﹤0.01%	1304
2018 Q1	$29K	Hold	357	–	–	﹤0.01%	1232
2017 Q4	$20K	Buy	357 +220	+161%	+$13.8K	﹤0.01%	1370
2017 Q3	$9K	Sell	137 -300	-69%	-$18K	﹤0.01%	1599
2017 Q2	$22K	Hold	437	–	–	﹤0.01%	1227
2017 Q1	$25K	Hold	437	–	–	﹤0.01%	1153
2016 Q4	$18K	Hold	437	–	–	﹤0.01%	1222
2016 Q3	$23K	Hold	437	–	–	﹤0.01%	1080
2016 Q2	$18K	Buy	437 +237	+119%	+$11.7K	﹤0.01%	1141
2016 Q1	$8K	Buy	+200	New	+$8.55K	﹤0.01%	1370

Other funds holding AGIO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's AGIO Position: Q1 2021 in Review

Geneos Wealth Management sold out of Agios Pharmaceuticals (AGIO) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in AGIO in Q1 2016 and held it in 20 quarters. The position peaked at $29K in Q1 2018. 175 funds tracked by Wall St. Rank hold AGIO as of Q1 2021.

Geneos Wealth Management reported no remaining Agios Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
Geneos Wealth Management sold 100 Agios Pharmaceuticals shares in Q1 2021, an estimated $4K.
Geneos Wealth Management first reported a position in Agios Pharmaceuticals in Q1 2016 and held it in 20 quarters.
Geneos Wealth Management's Agios Pharmaceuticals position peaked at $29K in Q1 2018.
175 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.