Geneos Wealth Management’s Axogen AXGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-350	Closed	-$6K	–	2476
2019 Q4	$6K	Hold	350	–	–	﹤0.01%	2126
2019 Q3	$4K	Hold	350	–	–	﹤0.01%	2131
2019 Q2	$6K	Hold	350	–	–	﹤0.01%	2055
2019 Q1	$7K	Hold	350	–	–	﹤0.01%	1933
2018 Q4	$6K	Hold	350	–	–	﹤0.01%	1913
2018 Q3	$12K	Buy	350 +50	+17%	+$2.18K	﹤0.01%	1773
2018 Q2	$15K	Hold	300	–	–	﹤0.01%	1558
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	1631
2017 Q4	$8K	Hold	300	–	–	﹤0.01%	1689
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	1742
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	1705
2017 Q1	$3K	Hold	300	–	–	﹤0.01%	1786
2016 Q4	$2K	Hold	300	–	–	﹤0.01%	1823
2016 Q3	$2K	Hold	300	–	–	﹤0.01%	1745
2016 Q2	$2K	Hold	300	–	–	﹤0.01%	1657
2016 Q1	$1K	Buy	+300	New	+$1.52K	﹤0.01%	1707

Other funds holding AXGN

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWM

Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geneos Wealth Management's AXGN Position: Q1 2020 in Review

Geneos Wealth Management sold out of Axogen (AXGN) in Q1 2020, closing a stake of 350 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in AXGN in Q1 2016 and held it in 16 quarters. The position peaked at $15K in Q2 2018. 116 funds tracked by Wall St. Rank hold AXGN as of Q1 2020.

Geneos Wealth Management reported no remaining Axogen position as of Q1 2020 after selling out during the quarter.
Geneos Wealth Management sold 350 Axogen shares in Q1 2020, an estimated $6K.
Geneos Wealth Management first reported a position in Axogen in Q1 2016 and held it in 16 quarters.
Geneos Wealth Management's Axogen position peaked at $15K in Q2 2018.
116 funds tracked by Wall St. Rank held Axogen as of Q1 2020.

Based on Geneos Wealth Management's 13F filing for Q1 2020, filed 7 Sep 2021.