Geneos Wealth Management’s Phreesia PHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-142	Closed	-$7K	–	3048
2021 Q1	$7K	Buy	+142	New	+$8.95K	﹤0.01%	2543

Other funds holding PHR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Geneos Wealth Management's PHR Position: Q2 2021 in Review

Geneos Wealth Management sold out of Phreesia (PHR) in Q2 2021, closing a stake of 142 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in PHR in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 185 funds tracked by Wall St. Rank hold PHR as of Q2 2021.

Geneos Wealth Management reported no remaining Phreesia position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 142 Phreesia shares in Q2 2021, an estimated $7K.
Geneos Wealth Management first reported a position in Phreesia in Q1 2021 and held it in 1 quarter.
Geneos Wealth Management's Phreesia position peaked at $7K in Q1 2021.
185 funds tracked by Wall St. Rank held Phreesia as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.