GWM
PLAN

Geneos Wealth Management’s Anaplan, Inc. PLAN Stock Holding History

Geneos Wealth Management’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-223
Closed -$13K – 3184
2021
Q1 		$13K Hold
223
– – ﹤0.01% 2284
2020
Q4 		$1K Buy
+223
New +$1K ﹤0.01% 2868