Geneos Wealth Management’s Emergent Biosolutions EBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-124	Closed	-$3K	–	2091
2017 Q1	$3K	Sell	124 -77	-38%	-$2.34K	﹤0.01%	1800
2016 Q4	$6K	Hold	201	–	–	﹤0.01%	1566
2016 Q3	$6K	Sell	201 -33	-14%	-$959	﹤0.01%	1504
2016 Q2	$6K	Sell	234 -220	-48%	-$8.63K	﹤0.01%	1456
2016 Q1	$16K	Buy	+454	New	+$16K	﹤0.01%	1151

Other funds holding EBS

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return