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GWM
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
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
DTC
Deep Track Capital
Greenwich, Connecticut
$4.85B AUM
144%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
EAM
Eventide Asset Management
Boston, Massachusetts
$6.05B AUM
76.64%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Temasek Holdings
Singapore
$29.7B AUM
13.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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