Geneos Wealth Management’s Precision BioSciences DTIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3	Closed	-$1K	–	2793
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	2730
2021 Q2	$1K	Sell	3 -5	-63%	-$1.5K	﹤0.01%	2745
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	2872
2020 Q4	$2K	Buy	+8	New	+$1.96K	﹤0.01%	2684
2020 Q2	–	Sell	-52	Closed	-$9K	–	2577
2020 Q1	$9K	Hold	52	–	–	﹤0.01%	1852
2019 Q4	$21K	Buy	+52	New	+$16.3K	﹤0.01%	1653

Other funds holding DTIL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

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

OMC

OUP Management Company Bala Cynwyd, Pennsylvania $44.5M AUM 55.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geneos Wealth Management sold out of Precision BioSciences (DTIL) in Q4 2021, closing a stake of 3 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in DTIL in Q4 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2019. 134 funds tracked by Wall St. Rank hold DTIL as of Q4 2021.

Geneos Wealth Management reported no remaining Precision BioSciences position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 3 Precision BioSciences shares in Q4 2021, an estimated $1K.
Geneos Wealth Management first reported a position in Precision BioSciences in Q4 2019 and held it in 6 quarters.
Geneos Wealth Management's Precision BioSciences position peaked at $21K in Q4 2019.
134 funds tracked by Wall St. Rank held Precision BioSciences as of Q4 2021.

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