Geneos Wealth Management’s Azenta AZTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-350
| Closed | -$10.8K | – | 2542 |
|
|
2025
Q2 | $10.8K | Sell |
350
-1,960
| -85% | -$55.2K | ﹤0.01% | 2297 |
|
|
2025
Q1 | $80K | Buy |
2,310
+1,489
| +181% | +$68.5K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $41K | Hold |
821
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q3 | $39.8K | Hold |
821
| – | – | ﹤0.01% | 1283 |
|
|
2024
Q2 | $43.2K | Hold |
821
| – | – | ﹤0.01% | 1114 |
|
|
2024
Q1 | $49.5K | Hold |
821
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q4 | $53.5K | Hold |
821
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q3 | $41.2K | Hold |
821
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q2 | $38.3K | Hold |
821
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q1 | $36.6K | Hold |
821
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q4 | $47.8K | Hold |
821
| – | – | ﹤0.01% | 1073 |
|
|
2022
Q3 | $35K | Hold |
821
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q2 | $58K | Hold |
821
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q1 | $68K | Hold |
821
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q4 | $84K | Hold |
821
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q3 | $84K | Hold |
821
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q2 | $75K | Hold |
821
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q1 | $83K | Hold |
821
| – | – | ﹤0.01% | 1380 |
|
|
2020
Q4 | $67K | Sell |
821
-123
| -13% | -$7.67K | ﹤0.01% | 1311 |
|
|
2020
Q3 | $42K | Sell |
944
-88
| -9% | -$4.26K | ﹤0.01% | 1328 |
|
|
2020
Q2 | $43K | Sell |
1,032
-189
| -15% | -$7.23K | ﹤0.01% | 1276 |
|
|
2020
Q1 | $36K | Hold |
1,221
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q4 | $51K | Hold |
1,221
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q3 | $45K | Sell |
1,221
-100
| -8% | -$3.63K | ﹤0.01% | 1231 |
|
|
2019
Q2 | $51K | Sell |
1,321
-13
| -1% | -$466 | ﹤0.01% | 1169 |
|
|
2019
Q1 | $39K | Buy |
1,334
+54
| +4% | +$1.63K | ﹤0.01% | 1264 |
|
|
2018
Q4 | $33K | Hold |
1,280
| – | – | ﹤0.01% | 1285 |
|
|
2018
Q3 | $44K | Sell |
1,280
-100
| -7% | -$3.29K | ﹤0.01% | 1225 |
|
|
2018
Q2 | $45K | Sell |
1,380
-105
| -7% | -$3.13K | ﹤0.01% | 1090 |
|
|
2018
Q1 | $40K | Sell |
1,485
-205
| -12% | -$5.58K | ﹤0.01% | 1092 |
|
|
2017
Q4 | $40K | Sell |
1,690
-74
| -4% | -$2.1K | ﹤0.01% | 1096 |
|
|
2017
Q3 | $53K | Sell |
1,764
-265
| -13% | -$6.82K | 0.01% | 919 |
|
|
2017
Q2 | $44K | Buy |
2,029
+781
| +63% | +$19.8K | ﹤0.01% | 969 |
|
|
2017
Q1 | $27K | Hold |
1,248
| – | – | ﹤0.01% | 1123 |
|
|
2016
Q4 | $21K | Buy |
1,248
+938
| +303% | +$14.1K | ﹤0.01% | 1154 |
|
|
2016
Q3 | $4K | Hold |
310
| – | – | ﹤0.01% | 1611 |
|
|
2016
Q2 | $3K | Hold |
310
| – | – | ﹤0.01% | 1603 |
|
|
2016
Q1 | $3K | Buy |
+310
| New | +$2.96K | ﹤0.01% | 1587 |
|
Other funds holding AZTA
PCM
CCA
GKIM
Geneos Wealth Management's AZTA Position: Q3 2025 in Review
Geneos Wealth Management sold out of Azenta (AZTA) in Q3 2025, closing a stake of 350 shares — an estimated $10.8K sold.
Geneos Wealth Management first reported a position in AZTA in Q1 2016 and held it in 38 quarters. The position peaked at $84K in Q4 2021. 276 funds tracked by Wall St. Rank hold AZTA as of Q3 2025.
- Geneos Wealth Management reported no remaining Azenta position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 350 Azenta shares in Q3 2025, an estimated $10.8K.
- Geneos Wealth Management first reported a position in Azenta in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's Azenta position peaked at $84K in Q4 2021.
- 276 funds tracked by Wall St. Rank held Azenta as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.