Geneos Wealth Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$628	–	2092
2022 Q4	$628	Hold	200	–	–	﹤0.01%	2005
2022 Q3	$0	Hold	200	–	–	﹤0.01%	2498
2022 Q2	$0	Hold	200	–	–	﹤0.01%	2768
2022 Q1	$1K	Hold	200	–	–	﹤0.01%	2690
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	2708
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	2783
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	2681
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	2927
2020 Q4	$2K	Hold	200	–	–	﹤0.01%	2719
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	2565
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	2503
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	2416
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	2497
2019 Q3	$1K	Hold	200	–	–	﹤0.01%	2435
2019 Q2	$2K	Buy	+200	New	+$2.13K	﹤0.01%	2332
2018 Q4	–	Sell	-500	Closed	-$8K	–	2471
2018 Q3	$8K	Sell	500 -1,000	-67%	-$15.2K	﹤0.01%	1932
2018 Q2	$21K	Buy	1,500 +251	+20%	+$4.17K	﹤0.01%	1429
2018 Q1	$23K	Sell	1,249 -1,520	-55%	-$32.5K	﹤0.01%	1337
2017 Q4	$45K	Sell	2,769 -196	-7%	-$2.92K	﹤0.01%	1049
2017 Q3	$44K	Buy	+2,965	New	+$32.8K	﹤0.01%	1012

Other funds holding SGMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's SGMO Position: Q1 2023 in Review

Geneos Wealth Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q1 2023, closing a stake of 200 shares — an estimated $628 sold.

Geneos Wealth Management first reported a position in SGMO in Q3 2017 and held it in 20 quarters. The position peaked at $45K in Q4 2017. 179 funds tracked by Wall St. Rank hold SGMO as of Q1 2023.

Geneos Wealth Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q1 2023 after selling out during the quarter.
Geneos Wealth Management sold 200 SANGAMO THERAPEUTICS INC shares in Q1 2023, an estimated $628.
Geneos Wealth Management first reported a position in SANGAMO THERAPEUTICS INC in Q3 2017 and held it in 20 quarters.
Geneos Wealth Management's SANGAMO THERAPEUTICS INC position peaked at $45K in Q4 2017.
179 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2023.

Based on Geneos Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.