Geneos Wealth Management’s AtriCure ATRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.4K	Hold	1,135	–	–	﹤0.01%	1595
2025 Q4	$44.9K	Hold	1,135	–	–	﹤0.01%	1434
2025 Q3	$40K	Hold	1,135	–	–	﹤0.01%	1464
2025 Q2	$37.2K	Buy	+1,135	New	+$36.9K	﹤0.01%	1729
2022 Q1	–	Sell	-1,135	Closed	-$78K	–	2754
2021 Q4	$78K	Sell	1,135 -69	-6%	-$5.01K	﹤0.01%	1269
2021 Q3	$84K	Buy	1,204 +69	+6%	+$5.31K	﹤0.01%	1242
2021 Q2	$92K	Hold	1,135	–	–	﹤0.01%	1191
2021 Q1	$87K	Hold	1,135	–	–	﹤0.01%	1363
2020 Q4	$71K	Hold	1,135	–	–	﹤0.01%	1281
2020 Q3	$45K	Hold	1,135	–	–	﹤0.01%	1292
2020 Q2	$49K	Hold	1,135	–	–	﹤0.01%	1219
2020 Q1	$34K	Hold	1,135	–	–	﹤0.01%	1267
2019 Q4	$36K	Hold	1,135	–	–	﹤0.01%	1418
2019 Q3	$27K	Hold	1,135	–	–	﹤0.01%	1467
2019 Q2	$33K	Hold	1,135	–	–	﹤0.01%	1388
2019 Q1	$30K	Hold	1,135	–	–	﹤0.01%	1377
2018 Q4	$33K	Hold	1,135	–	–	﹤0.01%	1284
2018 Q3	$39K	Hold	1,135	–	–	﹤0.01%	1279
2018 Q2	$30K	Hold	1,135	–	–	﹤0.01%	1278
2018 Q1	$23K	Buy	+1,135	New	+$20.5K	﹤0.01%	1324

Other funds holding ATRC

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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