Geneos Wealth Management’s Fate Therapeutics FATE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02K	Buy	+1,800	New	+$2.02K	﹤0.01%	2805
2022 Q2	–	Sell	-200	Closed	-$7K	–	2651
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	2216
2021 Q4	$11K	Buy	200 +100	+100%	+$5.5K	﹤0.01%	2134
2021 Q3	$5K	Buy	+100	New	+$5K	﹤0.01%	2442