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GWM
Geneos Wealth Management’s
Agios Pharmaceuticals
AGIO
Stock Holding History
Geneos Wealth Management’s Portfolio
AGIO Stock Details
AGIO Fund Activity
Bought
Maintained
Sold
Shares
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
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$1.9T AUM
41.92%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
BG
Bellevue Group
Kuesnacht, Switzerland
$4.2B AUM
54.85%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
RSCM
Rock Springs Capital Management
Baltimore, Maryland
$1.7B AUM
93.03%
1-Year Est. Return
CC
Casdin Capital
New York
$1.32B AUM
76.62%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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