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Geneos Wealth Management’s Pacific Biosciences PACB Stock Holding History

Geneos Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-240
Closed -$1K – 2424
2022
Q2 		$1K Hold
240
– – ﹤0.01% 2523
2022
Q1 		$2K Hold
240
– – ﹤0.01% 2562
2021
Q4 		$4K Hold
240
– – ﹤0.01% 2472
2021
Q3 		$6K Hold
240
– – ﹤0.01% 2403
2021
Q2 		$8K Hold
240
– – ﹤0.01% 2289
2021
Q1 		$7K Hold
240
– – ﹤0.01% 2542
2020
Q4 		$7K Buy
+240
New +$4.08K ﹤0.01% 2374
2019
Q4 		– Sell
-5,600
Closed -$29K – 2569
2019
Q3 		$29K Hold
5,600
– – ﹤0.01% 1444
2019
Q2 		$33K Hold
5,600
– – ﹤0.01% 1396
2019
Q1 		$40K Sell
5,600
-8,000
-59% -$57.9K ﹤0.01% 1249
2018
Q4 		$99K Hold
13,600
– – 0.01% 836
2018
Q3 		$73K Hold
13,600
– – ﹤0.01% 1002
2018
Q2 		$48K Hold
13,600
– – ﹤0.01% 1071
2018
Q1 		$27K Hold
13,600
– – ﹤0.01% 1260
2017
Q4 		$35K Buy
13,600
+8,750
+180% +$30.6K ﹤0.01% 1163
2017
Q3 		$25K Hold
4,850
– – ﹤0.01% 1245
2017
Q2 		$17K Hold
4,850
– – ﹤0.01% 1340
2017
Q1 		$25K Buy
4,850
+750
+18% +$3.67K ﹤0.01% 1162
2016
Q4 		$15K Buy
+4,100
New +$29.8K ﹤0.01% 1300

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return