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 Change in
Stake 		Trade Value 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 +$14.5K ﹤0.01% 2862

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 223 shares — an estimated $13K sold.

Geneos Wealth Management first reported a position in PLAN in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Geneos Wealth Management reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 223 Anaplan, Inc. shares in Q2 2021, an estimated $13K.
  • Geneos Wealth Management first reported a position in Anaplan, Inc. in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Anaplan, Inc. position peaked at $13K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

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