Geneos Wealth Management’s Puma Biotechnology PBYI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$2.63K	–	2152
2023 Q3	$2.63K	Hold	1,000	–	–	﹤0.01%	1888
2023 Q2	$3.53K	Hold	1,000	–	–	﹤0.01%	1824
2023 Q1	$3.09K	Hold	1,000	–	–	﹤0.01%	1828
2022 Q4	$4.23K	Hold	1,000	–	–	﹤0.01%	1744
2022 Q3	$2K	Hold	1,000	–	–	﹤0.01%	1853
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	2413
2022 Q1	$2K	Hold	1,000	–	–	﹤0.01%	2564
2021 Q4	$3K	Hold	1,000	–	–	﹤0.01%	2535
2021 Q3	$6K	Hold	1,000	–	–	﹤0.01%	2406
2021 Q2	$8K	Hold	1,000	–	–	﹤0.01%	2290
2021 Q1	$9K	Hold	1,000	–	–	﹤0.01%	2430
2020 Q4	$9K	Hold	1,000	–	–	﹤0.01%	2264
2020 Q3	$9K	Hold	1,000	–	–	﹤0.01%	1991
2020 Q2	$10K	Hold	1,000	–	–	﹤0.01%	1920
2020 Q1	$8K	Hold	1,000	–	–	﹤0.01%	1901
2019 Q4	$8K	Hold	1,000	–	–	﹤0.01%	2061
2019 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1864
2019 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1844
2019 Q1	$38K	Buy	+1,000	New	+$30.5K	﹤0.01%	1276
2018 Q1	–	Sell	-355	Closed	-$35K	–	2221
2017 Q4	$35K	Sell	355 -31	-8%	-$3.47K	﹤0.01%	1164
2017 Q3	$46K	Buy	+386	New	+$35.9K	﹤0.01%	986

Other funds holding PBYI

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ACM

Athyrium Capital Management New York $8.69M AUM 34.58% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

GPP

Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

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

Geneos Wealth Management sold out of Puma Biotechnology (PBYI) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.63K sold.

Geneos Wealth Management first reported a position in PBYI in Q3 2017 and held it in 21 quarters. The position peaked at $46K in Q3 2017. 82 funds tracked by Wall St. Rank hold PBYI as of Q4 2023.

Geneos Wealth Management reported no remaining Puma Biotechnology position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 1,000 Puma Biotechnology shares in Q4 2023, an estimated $2.63K.
Geneos Wealth Management first reported a position in Puma Biotechnology in Q3 2017 and held it in 21 quarters.
Geneos Wealth Management's Puma Biotechnology position peaked at $46K in Q3 2017.
82 funds tracked by Wall St. Rank held Puma Biotechnology as of Q4 2023.

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