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	Change in Stake	Trade Value	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	+$19K	﹤0.01%	2017

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's SAIL Position: Q3 2022 in Review

Geneos Wealth Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 400 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in SAIL in Q3 2021 and held it in 4 quarters. The position peaked at $25K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Geneos Wealth Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 400 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $25K.
Geneos Wealth Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2021 and held it in 4 quarters.
Geneos Wealth Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $25K in Q2 2022.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.