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Geneos Wealth Management’s Castle Biosciences CSTL Stock Holding History

Geneos Wealth Management’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$6K – 2786
2021
Q3 		$6K Hold
100
– – ﹤0.01% 2379
2021
Q2 		$7K Hold
100
– – ﹤0.01% 2324
2021
Q1 		$6K Hold
100
– – ﹤0.01% 2581
2020
Q4 		$5K Hold
100
– – ﹤0.01% 2458
2020
Q3 		$4K Buy
+100
New +$4.45K ﹤0.01% 2239

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Geneos Wealth Management's CSTL Position: Q4 2021 in Review

Geneos Wealth Management sold out of Castle Biosciences (CSTL) in Q4 2021, closing a stake of 100 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in CSTL in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2021. 159 funds tracked by Wall St. Rank hold CSTL as of Q4 2021.

  • Geneos Wealth Management reported no remaining Castle Biosciences position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 100 Castle Biosciences shares in Q4 2021, an estimated $6K.
  • Geneos Wealth Management first reported a position in Castle Biosciences in Q3 2020 and held it in 5 quarters.
  • Geneos Wealth Management's Castle Biosciences position peaked at $7K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Castle Biosciences as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.