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Geneos Wealth Management’s Appian APPN Stock Holding History

Geneos Wealth Management’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$512 – 2881
2024
Q3 		$512 Sell
15
-3
-17% -$97 ﹤0.01% 2554
2024
Q2 		$555 Buy
18
+3
+20% +$98 ﹤0.01% 2042
2024
Q1 		$599 Sell
15
-117
-89% -$4.06K ﹤0.01% 2107
2023
Q4 		$4.97K Hold
132
– – ﹤0.01% 1726
2023
Q3 		$6.02K Hold
132
– – ﹤0.01% 1691
2023
Q2 		$6.28K Buy
132
+105
+389% +$4.42K ﹤0.01% 1685
2023
Q1 		$1.2K Sell
27
-78
-74% -$3.15K ﹤0.01% 1972
2022
Q4 		$3.42K Sell
105
-730
-87% -$28.8K ﹤0.01% 1789
2022
Q3 		$34K Sell
835
-25
-3% -$1.21K ﹤0.01% 1154
2022
Q2 		$40K Hold
860
– – ﹤0.01% 1378
2022
Q1 		$52K Buy
860
+10
+1% +$567 ﹤0.01% 1365
2021
Q4 		$55K Sell
850
-45
-5% -$3.74K ﹤0.01% 1434
2021
Q3 		$84K Sell
895
-50
-5% -$5.54K ﹤0.01% 1241
2021
Q2 		$126K Sell
945
-26
-3% -$2.95K ﹤0.01% 1063
2021
Q1 		$117K Buy
971
+6
+0.6% +$1.06K ﹤0.01% 1224
2020
Q4 		$134K Buy
965
+665
+222% +$74.5K 0.01% 1002
2020
Q3 		$18K Hold
300
– – ﹤0.01% 1691
2020
Q2 		$15K Sell
300
-1,870
-86% -$91.2K ﹤0.01% 1738
2020
Q1 		$84K Buy
2,170
+50
+2% +$2.32K 0.01% 900
2019
Q4 		$79K Buy
2,120
+1,920
+960% +$82.8K ﹤0.01% 1047
2019
Q3 		$9K Buy
+200
New +$9.36K ﹤0.01% 1911
2018
Q4 		– Sell
-150
Closed -$4K – 2380
2018
Q3 		$4K Buy
+150
New +$5.12K ﹤0.01% 2093

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geneos Wealth Management's APPN Position: Q4 2024 in Review

Geneos Wealth Management sold out of Appian (APPN) in Q4 2024, closing a stake of 15 shares — an estimated $512 sold.

Geneos Wealth Management first reported a position in APPN in Q3 2018 and held it in 22 quarters. The position peaked at $134K in Q4 2020. 203 funds tracked by Wall St. Rank hold APPN as of Q4 2024.

  • Geneos Wealth Management reported no remaining Appian position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 15 Appian shares in Q4 2024, an estimated $512.
  • Geneos Wealth Management first reported a position in Appian in Q3 2018 and held it in 22 quarters.
  • Geneos Wealth Management's Appian position peaked at $134K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Appian as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.