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Geneos Wealth Management’s Fate Therapeutics FATE Stock Holding History

Geneos Wealth Management’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.86K Hold
1,800
– – ﹤0.01% 2194
2026
Q1 		$2.16K Hold
1,800
– – ﹤0.01% 2305
2025
Q4 		$1.76K Hold
1,800
– – ﹤0.01% 2337
2025
Q3 		$2.27K Hold
1,800
– – ﹤0.01% 2301
2025
Q2 		$2.02K Buy
+1,800
New +$2.09K ﹤0.01% 2805
2022
Q2 		– Sell
-200
Closed -$7K – 2652
2022
Q1 		$7K Hold
200
– – ﹤0.01% 2216
2021
Q4 		$11K Buy
200
+100
+100% +$5.67K ﹤0.01% 2134
2021
Q3 		$5K Buy
+100
New +$7.84K ﹤0.01% 2442

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geneos Wealth Management's FATE Position: Q2 2026 in Review

Geneos Wealth Management held its Fate Therapeutics (FATE) position steady in Q2 2026 at 1,800 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Geneos Wealth Management first reported a position in FATE in Q3 2021 and has held it in 8 quarters since. The position peaked at $11K in Q4 2021. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Geneos Wealth Management held 1,800 shares of Fate Therapeutics worth $4.86K as of Q2 2026.
  • Geneos Wealth Management left its Fate Therapeutics share count unchanged in Q2 2026.
  • Fate Therapeutics made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2194 holding.
  • Geneos Wealth Management first reported a position in Fate Therapeutics in Q3 2021 and has held it in 8 quarters since.
  • Geneos Wealth Management's Fate Therapeutics position peaked at $11K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.