GWM
BLUE

Geneos Wealth Management’s bluebird bio BLUE Stock Holding History

Geneos Wealth Management’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-176
Closed -$1.47K – 3082
2024
Q4 		$1.47K Buy
+176
New +$1.54K ﹤0.01% 2680
2022
Q1 		– Sell
-54
Closed -$10K – 2767
2021
Q4 		$10K Buy
54
+46
+575% +$10.9K ﹤0.01% 2164
2021
Q3 		$1K Hold
8
– – ﹤0.01% 2711
2021
Q2 		$3K Hold
8
– – ﹤0.01% 2560
2021
Q1 		$3K Hold
8
– – ﹤0.01% 2779
2020
Q4 		$3K Hold
8
– – ﹤0.01% 2601
2020
Q3 		$5K Hold
8
– – ﹤0.01% 2157
2020
Q2 		$6K Hold
8
– – ﹤0.01% 2069
2020
Q1 		$4K Hold
8
– – ﹤0.01% 2085
2019
Q4 		$9K Hold
8
– – ﹤0.01% 1998
2019
Q3 		$9K Sell
8
-4
-33% -$6.11K ﹤0.01% 1918
2019
Q2 		$19K Hold
12
– – ﹤0.01% 1648
2019
Q1 		$24K Sell
12
-5
-29% -$8.8K ﹤0.01% 1476
2018
Q4 		$21K Hold
17
– – ﹤0.01% 1476
2018
Q3 		$32K Hold
17
– – ﹤0.01% 1365
2018
Q2 		$34K Buy
17
+5
+42% +$11.4K ﹤0.01% 1217
2018
Q1 		$26K Hold
12
– – ﹤0.01% 1271
2017
Q4 		$27K Buy
12
+4
+50% +$8.12K ﹤0.01% 1266
2017
Q3 		$14K Sell
8
-31
-79% -$43.3K ﹤0.01% 1448
2017
Q2 		$52K Buy
+39
New +$47.1K 0.01% 903

Other funds holding BLUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geneos Wealth Management's BLUE Position: Q1 2025 in Review

Geneos Wealth Management sold out of bluebird bio (BLUE) in Q1 2025, closing a stake of 176 shares — an estimated $1.47K sold.

Geneos Wealth Management first reported a position in BLUE in Q2 2017 and held it in 20 quarters. The position peaked at $52K in Q2 2017. 85 funds tracked by Wall St. Rank hold BLUE as of Q1 2025.

  • Geneos Wealth Management reported no remaining bluebird bio position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 176 bluebird bio shares in Q1 2025, an estimated $1.47K.
  • Geneos Wealth Management first reported a position in bluebird bio in Q2 2017 and held it in 20 quarters.
  • Geneos Wealth Management's bluebird bio position peaked at $52K in Q2 2017.
  • 85 funds tracked by Wall St. Rank held bluebird bio as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.