GWM
SWAV

Geneos Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Geneos Wealth Management’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,228
Closed -$2.03M – 2196
2024
Q1 		$2.03M Buy
6,228
+2,696
+76% +$662K 0.09% 250
2023
Q4 		$673K Buy
3,532
+2,662
+306% +$503K 0.03% 411
2023
Q3 		$173K Buy
+870
New +$206K 0.01% 716
2021
Q2 		– Sell
-27
Closed -$4K – 3165
2021
Q1 		$4K Buy
+27
New +$3.24K ﹤0.01% 2757
2020
Q2 		– Sell
-650
Closed -$21K – 2640
2020
Q1 		$21K Buy
+650
New +$25.8K ﹤0.01% 1501

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geneos Wealth Management's SWAV Position: Q2 2024 in Review

Geneos Wealth Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 6,228 shares — an estimated $2.03M sold.

Geneos Wealth Management first reported a position in SWAV in Q1 2020 and held it in 5 quarters. The position peaked at $2.03M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Geneos Wealth Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 6,228 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $2.03M.
  • Geneos Wealth Management first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2020 and held it in 5 quarters.
  • Geneos Wealth Management's Shockwave Medical, Inc. Common Stock position peaked at $2.03M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.