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Geneos Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Geneos Wealth Management’s Portfolio PRCT Stock Details PRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$4.54K – 3200
2025
Q1 		$4.54K Hold
26
– – ﹤0.01% 2778
2024
Q4 		$2.09K Buy
+26
New +$2.22K ﹤0.01% 2587

Other funds holding PRCT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geneos Wealth Management's PRCT Position: Q2 2025 in Review

Geneos Wealth Management sold out of Procept Biorobotics (PRCT) in Q2 2025, closing a stake of 26 shares — an estimated $4.54K sold.

Geneos Wealth Management first reported a position in PRCT in Q4 2024 and held it in 2 quarters. The position peaked at $4.54K in Q1 2025. 271 funds tracked by Wall St. Rank hold PRCT as of Q2 2025.

  • Geneos Wealth Management reported no remaining Procept Biorobotics position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 26 Procept Biorobotics shares in Q2 2025, an estimated $4.54K.
  • Geneos Wealth Management first reported a position in Procept Biorobotics in Q4 2024 and held it in 2 quarters.
  • Geneos Wealth Management's Procept Biorobotics position peaked at $4.54K in Q1 2025.
  • 271 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.