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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
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 $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return