GWM
APLS

Geneos Wealth Management’s Apellis Pharmaceuticals APLS Stock Holding History

Geneos Wealth Management’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$1.06K – 2059
2024
Q1 		$1.06K Buy
+18
New +$1.15K ﹤0.01% 2007
2023
Q4 		– Sell
-100
Closed -$3.8K – 2096
2023
Q3 		$3.8K Hold
100
– – ﹤0.01% 1817
2023
Q2 		$9.11K Hold
100
– – ﹤0.01% 1601
2023
Q1 		$6.6K Hold
100
– – ﹤0.01% 1661
2022
Q4 		$5.17K Buy
+100
New +$5.3K ﹤0.01% 1694
2020
Q4 		– Sell
-370
Closed -$11K – 2886
2020
Q3 		$11K Hold
370
– – ﹤0.01% 1903
2020
Q2 		$11K Hold
370
– – ﹤0.01% 1863
2020
Q1 		$9K Buy
+370
New +$13.1K ﹤0.01% 1843

Other funds holding APLS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's APLS Position: Q2 2024 in Review

Geneos Wealth Management sold out of Apellis Pharmaceuticals (APLS) in Q2 2024, closing a stake of 18 shares — an estimated $1.06K sold.

Geneos Wealth Management first reported a position in APLS in Q1 2020 and held it in 8 quarters. The position peaked at $11K in Q3 2020. 263 funds tracked by Wall St. Rank hold APLS as of Q2 2024.

  • Geneos Wealth Management reported no remaining Apellis Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 18 Apellis Pharmaceuticals shares in Q2 2024, an estimated $1.06K.
  • Geneos Wealth Management first reported a position in Apellis Pharmaceuticals in Q1 2020 and held it in 8 quarters.
  • Geneos Wealth Management's Apellis Pharmaceuticals position peaked at $11K in Q3 2020.
  • 263 funds tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.