GWM
SAGE

Geneos Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Geneos Wealth Management’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-125
Closed -$9K – 3072
2021
Q1 		$9K Sell
125
-375
-75% -$30.7K ﹤0.01% 2435
2020
Q4 		$36K Buy
+500
New +$36.9K ﹤0.01% 1615
2016
Q2 		– Sell
-145
Closed -$4K – 1840
2016
Q1 		$4K Buy
+145
New +$5.1K ﹤0.01% 1558

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Geneos Wealth Management sold out of Sage Therapeutics (SAGE) in Q2 2021, closing a stake of 125 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in SAGE in Q1 2016 and held it in 3 quarters. The position peaked at $36K in Q4 2020. 257 funds tracked by Wall St. Rank hold SAGE as of Q2 2021.

  • Geneos Wealth Management reported no remaining Sage Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 125 Sage Therapeutics shares in Q2 2021, an estimated $9K.
  • Geneos Wealth Management first reported a position in Sage Therapeutics in Q1 2016 and held it in 3 quarters.
  • Geneos Wealth Management's Sage Therapeutics position peaked at $36K in Q4 2020.
  • 257 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2021.

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