Geneos Wealth Management’s eHealth EHTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-50	Closed	-$1K	–	2426
2018 Q4	$1K	Buy	+50	New	+$1.68K	﹤0.01%	2293

Other funds holding EHTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geneos Wealth Management's EHTH Position: Q1 2019 in Review

Geneos Wealth Management sold out of eHealth (EHTH) in Q1 2019, closing a stake of 50 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in EHTH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 172 funds tracked by Wall St. Rank hold EHTH as of Q1 2019.

Geneos Wealth Management reported no remaining eHealth position as of Q1 2019 after selling out during the quarter.
Geneos Wealth Management sold 50 eHealth shares in Q1 2019, an estimated $1K.
Geneos Wealth Management first reported a position in eHealth in Q4 2018 and held it in 1 quarter.
Geneos Wealth Management's eHealth position peaked at $1K in Q4 2018.
172 funds tracked by Wall St. Rank held eHealth as of Q1 2019.

Based on Geneos Wealth Management's 13F filing for Q1 2019, filed 7 Sep 2021.