Geneos Wealth Management’s Artivion AORT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$13K	–	2472
2019 Q4	$13K	Sell	500 -500	-50%	-$12.3K	﹤0.01%	1861
2019 Q3	$27K	Hold	1,000	–	–	﹤0.01%	1466
2019 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1443
2019 Q1	$29K	Hold	1,000	–	–	﹤0.01%	1391
2018 Q4	$28K	Hold	1,000	–	–	﹤0.01%	1347
2018 Q3	$35K	Buy	+1,000	New	+$32.2K	﹤0.01%	1327
2018 Q2	–	Sell	-1,000	Closed	-$20K	–	2257
2018 Q1	$20K	Hold	1,000	–	–	﹤0.01%	1385
2017 Q4	$19K	Hold	1,000	–	–	﹤0.01%	1391
2017 Q3	$22K	Hold	1,000	–	–	﹤0.01%	1277
2017 Q2	$19K	Hold	1,000	–	–	﹤0.01%	1290
2017 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1314
2016 Q4	$19K	Hold	1,000	–	–	﹤0.01%	1195
2016 Q3	$17K	Hold	1,000	–	–	﹤0.01%	1178
2016 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1266
2016 Q1	$10K	Buy	+1,000	New	+$10.2K	﹤0.01%	1296

Other funds holding AORT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geneos Wealth Management's AORT Position: Q1 2020 in Review

Geneos Wealth Management sold out of Artivion (AORT) in Q1 2020, closing a stake of 500 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in AORT in Q1 2016 and held it in 15 quarters. The position peaked at $35K in Q3 2018. 126 funds tracked by Wall St. Rank hold AORT as of Q1 2020.

Geneos Wealth Management reported no remaining Artivion position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 500 Artivion shares in Q1 2020, an estimated $13K.
Geneos Wealth Management first reported a position in Artivion in Q1 2016 and held it in 15 quarters.
Geneos Wealth Management's Artivion position peaked at $35K in Q3 2018.
126 funds tracked by Wall St. Rank held Artivion as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.