Geneos Wealth Management’s Guardant Health GH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-182	Closed	-$5.39K	–	2123
2023 Q3	$5.39K	Hold	182	–	–	﹤0.01%	1726
2023 Q2	$6.52K	Hold	182	–	–	﹤0.01%	1677
2023 Q1	$4.27K	Hold	182	–	–	﹤0.01%	1769
2022 Q4	$4.95K	Hold	182	–	–	﹤0.01%	1702
2022 Q3	$9K	Hold	182	–	–	﹤0.01%	1538
2022 Q2	$7K	Hold	182	–	–	﹤0.01%	2079
2022 Q1	$12K	Hold	182	–	–	﹤0.01%	2003
2021 Q4	$18K	Hold	182	–	–	﹤0.01%	1934
2021 Q3	$19K	Hold	182	–	–	﹤0.01%	1938
2021 Q2	$22K	Sell	182 -143	-44%	-$19.2K	﹤0.01%	1870
2021 Q1	$51K	Hold	325	–	–	﹤0.01%	1622
2020 Q4	$30K	Buy	325 +143	+79%	+$16.5K	﹤0.01%	1699
2020 Q3	$20K	Hold	182	–	–	﹤0.01%	1652
2020 Q2	$14K	Hold	182	–	–	﹤0.01%	1772
2020 Q1	$12K	Hold	182	–	–	﹤0.01%	1725
2019 Q4	$14K	Hold	182	–	–	﹤0.01%	1833
2019 Q3	$11K	Hold	182	–	–	﹤0.01%	1854
2019 Q2	$15K	Hold	182	–	–	﹤0.01%	1759
2019 Q1	$13K	Buy	+182	New	+$10.1K	﹤0.01%	1740

Other funds holding GH

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's GH Position: Q4 2023 in Review

Geneos Wealth Management sold out of Guardant Health (GH) in Q4 2023, closing a stake of 182 shares — an estimated $5.39K sold.

Geneos Wealth Management first reported a position in GH in Q1 2019 and held it in 19 quarters. The position peaked at $51K in Q1 2021. 295 funds tracked by Wall St. Rank hold GH as of Q4 2023.

Geneos Wealth Management reported no remaining Guardant Health position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 182 Guardant Health shares in Q4 2023, an estimated $5.39K.
Geneos Wealth Management first reported a position in Guardant Health in Q1 2019 and held it in 19 quarters.
Geneos Wealth Management's Guardant Health position peaked at $51K in Q1 2021.
295 funds tracked by Wall St. Rank held Guardant Health as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.