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Geneos Wealth Management’s Editas Medicine EDIT Stock Holding History

Geneos Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$1.87K – 2573
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% -$1.56K ﹤0.01% 1729
2022
Q2 		$6K Sell
500
-6
-1% -$80 ﹤0.01% 2127
2022
Q1 		$9K Sell
506
-501
-50% -$9.31K ﹤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% -$5.7K ﹤0.01% 1782
2020
Q4 		$45K Sell
1,107
-190
-15% -$7.8K ﹤0.01% 1500
2020
Q3 		$38K Buy
1,297
+200
+18% +$6.51K ﹤0.01% 1363
2020
Q2 		$31K Buy
1,097
+590
+116% +$15.4K ﹤0.01% 1431
2020
Q1 		$10K Buy
+507
New +$12.8K ﹤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% -$4.53K ﹤0.01% 1773
2018
Q4 		$14K Sell
707
-293
-29% -$7.97K ﹤0.01% 1653
2018
Q3 		$31K Sell
1,000
-325
-25% -$10.5K ﹤0.01% 1387
2018
Q2 		$47K Hold
1,325
– – ﹤0.01% 1076
2018
Q1 		$43K Sell
1,325
-200
-13% -$7.13K ﹤0.01% 1051
2017
Q4 		$46K Buy
+1,525
New +$38.4K ﹤0.01% 1034

Other funds holding EDIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's EDIT Position: Q3 2024 in Review

Geneos Wealth Management sold out of Editas Medicine (EDIT) in Q3 2024, closing a stake of 400 shares — an estimated $1.87K sold.

Geneos Wealth Management first reported a position in EDIT in Q4 2017 and held it in 26 quarters. The position peaked at $55K in Q2 2021. 229 funds tracked by Wall St. Rank hold EDIT as of Q3 2024.

  • Geneos Wealth Management reported no remaining Editas Medicine position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 400 Editas Medicine shares in Q3 2024, an estimated $1.87K.
  • Geneos Wealth Management first reported a position in Editas Medicine in Q4 2017 and held it in 26 quarters.
  • Geneos Wealth Management's Editas Medicine position peaked at $55K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Editas Medicine as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.