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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 -$1.51K – 3193
2025
Q1 		$1.51K Hold
26
– – ﹤0.01% 2833
2024
Q4 		$2.09K Buy
+26
New +$2.22K ﹤0.01% 2587

Other funds holding PRCT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.51K sold.

Geneos Wealth Management first reported a position in PRCT in Q4 2024 and held it in 2 quarters. The position peaked at $2.09K in Q4 2024. 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 $1.51K.
  • 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 $2.09K in Q4 2024.
  • 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.