GWM
SAIL

Geneos Wealth Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Geneos Wealth Management’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-400
Closed -$25K – 2723
2022
Q2 		$25K Hold
400
– – ﹤0.01% 1603
2022
Q1 		$20K Hold
400
– – ﹤0.01% 1813
2021
Q4 		$19K Hold
400
– – ﹤0.01% 1918
2021
Q3 		$17K Buy
+400
New +$17K ﹤0.01% 2017