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 Q2	–	Sell	-1,135	Closed	-$32.4K	–	2479
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geneos Wealth Management's ATRC Position: Q2 2026 in Review

Geneos Wealth Management sold out of AtriCure (ATRC) in Q2 2026, closing a stake of 1,135 shares — an estimated $32.4K sold.

Geneos Wealth Management first reported a position in ATRC in Q1 2018 and held it in 20 quarters. The position peaked at $92K in Q2 2021. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

Geneos Wealth Management reported no remaining AtriCure position as of Q2 2026 after selling out during the quarter.
Geneos Wealth Management sold 1,135 AtriCure shares in Q2 2026, an estimated $32.4K.
Geneos Wealth Management first reported a position in AtriCure in Q1 2018 and held it in 20 quarters.
Geneos Wealth Management's AtriCure position peaked at $92K in Q2 2021.
251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.