Geneos Wealth Management’s Editas Medicine EDIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-400	Closed	-$1.87K	–	2572
2024 Q2	$1.87K	Hold	400	–	–	﹤0.01%	1899
2024 Q1	$2.97K	Hold	400	–	–	﹤0.01%	1813
2023 Q4	$4.05K	Hold	400	–	–	﹤0.01%	1774
2023 Q3	$3.12K	Hold	400	–	–	﹤0.01%	1856
2023 Q2	$3.29K	Hold	400	–	–	﹤0.01%	1838
2023 Q1	$2.9K	Hold	400	–	–	﹤0.01%	1840
2022 Q4	$3.55K	Hold	400	–	–	﹤0.01%	1785
2022 Q3	$4K	Sell	400 -100	-20%	-$1K	﹤0.01%	1728
2022 Q2	$6K	Sell	500 -6	-1%	-$72	﹤0.01%	2127
2022 Q1	$9K	Sell	506 -501	-50%	-$8.91K	﹤0.01%	2116
2021 Q4	$26K	Hold	1,007	–	–	﹤0.01%	1746
2021 Q3	$40K	Hold	1,007	–	–	﹤0.01%	1589
2021 Q2	$55K	Hold	1,007	–	–	﹤0.01%	1426
2021 Q1	$37K	Sell	1,007 -100	-9%	-$3.67K	﹤0.01%	1782
2020 Q4	$45K	Sell	1,107 -190	-15%	-$7.72K	﹤0.01%	1500
2020 Q3	$38K	Buy	1,297 +200	+18%	+$5.86K	﹤0.01%	1363
2020 Q2	$31K	Buy	1,097 +590	+116%	+$16.7K	﹤0.01%	1431
2020 Q1	$10K	Buy	+507	New	+$10K	﹤0.01%	1812
2019 Q4	–	Sell	-507	Closed	-$11K	–	2550
2019 Q3	$11K	Hold	507	–	–	﹤0.01%	1848
2019 Q2	$12K	Hold	507	–	–	﹤0.01%	1836
2019 Q1	$12K	Sell	507 -200	-28%	-$4.73K	﹤0.01%	1773
2018 Q4	$14K	Sell	707 -293	-29%	-$5.8K	﹤0.01%	1653
2018 Q3	$31K	Sell	1,000 -325	-25%	-$10.1K	﹤0.01%	1387
2018 Q2	$47K	Hold	1,325	–	–	﹤0.01%	1076
2018 Q1	$43K	Sell	1,325 -200	-13%	-$6.49K	﹤0.01%	1051
2017 Q4	$46K	Buy	+1,525	New	+$46K	﹤0.01%	1034