GWM
AXDX

Geneos Wealth Management’s Accelerate Diagnostics AXDX Stock Holding History

Geneos Wealth Management’s Portfolio AXDX Stock Details AXDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-308
Closed -$22K – 2864
2021
Q1 		$22K Hold
308
– – ﹤0.01% 2025
2020
Q4 		$25K Buy
+308
New +$27.6K ﹤0.01% 1768
2020
Q3 		– Sell
-16
Closed -$2K – 2631
2020
Q2 		$2K Hold
16
– – ﹤0.01% 2333
2020
Q1 		$1K Hold
16
– – ﹤0.01% 2339
2019
Q4 		$2K Hold
16
– – ﹤0.01% 2351
2019
Q3 		$2K Hold
16
– – ﹤0.01% 2283
2019
Q2 		$3K Hold
16
– – ﹤0.01% 2199
2019
Q1 		$3K Sell
16
-27,253
-100% -$5.11M ﹤0.01% 2132
2018
Q4 		$3.21M Sell
27,269
-11,618
-30% -$1.72M 0.24% 114
2018
Q3 		$8.92M Buy
38,887
+27,210
+233% +$6.02M 0.59% 27
2018
Q2 		$2.6M Sell
11,677
-751
-6% -$168K 0.2% 125
2018
Q1 		$2.84M Sell
12,428
-28,315
-69% -$7.44M 0.25% 107
2017
Q4 		$10.7M Hold
40,743
– – 0.95% 8
2017
Q3 		$9.15M Buy
40,743
+431
+1% +$106K 0.91% 11
2017
Q2 		$11M Buy
40,312
+100
+0.2% +$27.1K 1.13% 7
2017
Q1 		$9.73M Sell
40,212
-381
-0.9% -$87K 1.01% 9
2016
Q4 		$8.42M Sell
40,593
-100
-0.2% -$23.7K 1.11% 9
2016
Q3 		$11.1M Sell
40,693
-41
-0.1% -$9.07K 1.49% 6
2016
Q2 		$6.61M Hold
40,734
– – 0.96% 20
2016
Q1 		$5.61M Buy
+40,734
New +$5.75M 0.86% 23

Other funds holding AXDX

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $214M AUM 185.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geneos Wealth Management's AXDX Position: Q2 2021 in Review

Geneos Wealth Management sold out of Accelerate Diagnostics (AXDX) in Q2 2021, closing a stake of 308 shares — an estimated $22K sold.

Geneos Wealth Management first reported a position in AXDX in Q1 2016 and held it in 20 quarters. The position peaked at $11.1M in Q3 2016. 95 funds tracked by Wall St. Rank hold AXDX as of Q2 2021.

  • Geneos Wealth Management reported no remaining Accelerate Diagnostics position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 308 Accelerate Diagnostics shares in Q2 2021, an estimated $22K.
  • Geneos Wealth Management first reported a position in Accelerate Diagnostics in Q1 2016 and held it in 20 quarters.
  • Geneos Wealth Management's Accelerate Diagnostics position peaked at $11.1M in Q3 2016.
  • 95 funds tracked by Wall St. Rank held Accelerate Diagnostics as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.