Geneos Wealth Management’s Certara CERT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$3K	–	2094
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	2291
2022 Q1	$3K	Buy	+150	New	+$3.6K	﹤0.01%	2449

Other funds holding CERT

EFM

EQT Fund Management Luxembourg $1.02B AUM

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

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

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

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

ACH

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's CERT Position: Q3 2022 in Review

Geneos Wealth Management sold out of Certara (CERT) in Q3 2022, closing a stake of 150 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in CERT in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 192 funds tracked by Wall St. Rank hold CERT as of Q3 2022.

Geneos Wealth Management reported no remaining Certara position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 150 Certara shares in Q3 2022, an estimated $3K.
Geneos Wealth Management first reported a position in Certara in Q1 2022 and held it in 2 quarters.
Geneos Wealth Management's Certara position peaked at $3K in Q2 2022.
192 funds tracked by Wall St. Rank held Certara as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.