Geneos Wealth Management’s Schrodinger SDGR Stock Holding History

Geneos Wealth Management’s Portfolio SDGR Stock Details SDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$750	Hold	66	–	–	﹤0.01%	2437
2025 Q4	$1.18K	Hold	66	–	–	﹤0.01%	2393
2025 Q3	$1.32K	Sell	66 -100,263	-100%	-$2.01M	﹤0.01%	2375
2025 Q2	$2.02M	Sell	100,329 -79,613	-44%	-$1.82M	0.05%	368
2025 Q1	$3.55M	Buy	179,942 +119,946	+200%	+$2.7M	0.05%	351
2024 Q4	$1.16M	Buy	59,996 +8,021	+15%	+$156K	0.04%	383
2024 Q3	$964K	Buy	51,975 +2,821	+6%	+$57.9K	0.04%	416
2024 Q2	$951K	Buy	49,154 +12,028	+32%	+$277K	0.04%	372
2024 Q1	$1M	Buy	37,126 +15,310	+70%	+$428K	0.05%	347
2023 Q4	$781K	Buy	21,816 +12,900	+145%	+$374K	0.04%	370
2023 Q3	$252K	Buy	8,916 +8,858	+15,272%	+$357K	0.01%	624
2023 Q2	$2.9K	Buy	58 +8	+16%	+$270	﹤0.01%	1865
2023 Q1	$1.32K	Sell	50 -8	-14%	-$190	﹤0.01%	1962
2022 Q4	$1.08K	Hold	58	–	–	﹤0.01%	1955
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	1966
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	2533
2022 Q1	$1K	Hold	58	–	–	﹤0.01%	2689
2021 Q4	$2K	Hold	58	–	–	﹤0.01%	2605
2021 Q3	$3K	Buy	58 +8	+16%	+$512	﹤0.01%	2590
2021 Q2	$3K	Sell	50 -41	-45%	-$2.97K	﹤0.01%	2595
2021 Q1	$6K	Sell	91 -50	-35%	-$4.5K	﹤0.01%	2612
2020 Q4	$10K	Buy	+141	New	+$8.87K	﹤0.01%	2230

Other funds holding SDGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return