GWM
SURF

Geneos Wealth Management’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Geneos Wealth Management’s Portfolio SURF Stock Details SURF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed – – 2696
2022
Q2 		$0 Hold
500
– – ﹤0.01% 2846
2022
Q1 		$1K Hold
500
– – ﹤0.01% 2727
2021
Q4 		$2K Sell
500
-100
-17% -$645 ﹤0.01% 2629
2021
Q3 		$4K Buy
600
+100
+20% +$640 ﹤0.01% 2546
2021
Q2 		$3K Buy
+500
New +$3.85K ﹤0.01% 2621

Other funds holding SURF

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
AVAI
Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Geneos Wealth Management sold out of Surface Oncology, Inc. Common Stock (SURF) in Q3 2022, closing a stake of 500 shares.

Geneos Wealth Management first reported a position in SURF in Q2 2021 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 79 funds tracked by Wall St. Rank hold SURF as of Q3 2022.

  • Geneos Wealth Management reported no remaining Surface Oncology, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Surface Oncology, Inc. Common Stock shares in Q3 2022.
  • Geneos Wealth Management first reported a position in Surface Oncology, Inc. Common Stock in Q2 2021 and held it in 5 quarters.
  • Geneos Wealth Management's Surface Oncology, Inc. Common Stock position peaked at $4K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q3 2022.

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