GWM
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Geneos Wealth Management’s Atlassian TEAM Stock Holding History

Geneos Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$778 Hold
10
– – ﹤0.01% 2446
2026
Q1 		$683 Hold
10
– – ﹤0.01% 2444
2025
Q4 		$1.62K Hold
10
– – ﹤0.01% 2353
2025
Q3 		$1.6K Sell
10
-171
-94% -$30.9K ﹤0.01% 2354
2025
Q2 		$36.8K Sell
181
-16
-8% -$3.33K ﹤0.01% 1733
2025
Q1 		$41.8K Buy
197
+161
+447% +$42.5K ﹤0.01% 1580
2024
Q4 		$8.76K Buy
+36
New +$8.24K ﹤0.01% 2101
2022
Q4 		– Sell
-552
Closed -$116K – 2092
2022
Q3 		$116K Sell
552
-387
-41% -$90.4K 0.01% 759
2022
Q2 		$185K Sell
939
-100
-10% -$21.3K 0.01% 772
2022
Q1 		$305K Sell
1,039
-328
-24% -$98K 0.01% 665
2021
Q4 		$521K Buy
1,367
+20
+1% +$8.04K 0.02% 565
2021
Q3 		$528K Sell
1,347
-128
-9% -$42.7K 0.02% 549
2021
Q2 		$387K Sell
1,475
-489
-25% -$114K 0.02% 630
2021
Q1 		$466K Buy
1,964
+183
+10% +$42.6K 0.01% 653
2020
Q4 		$298K Sell
1,781
-66
-4% -$13.9K 0.01% 687
2020
Q3 		$334K Sell
1,847
-75
-4% -$13.4K 0.02% 530
2020
Q2 		$347K Sell
1,922
-195
-9% -$32.4K 0.02% 503
2020
Q1 		$301K Buy
2,117
+715
+51% +$100K 0.02% 495
2019
Q4 		$169K Sell
1,402
-100
-7% -$12.2K 0.01% 754
2019
Q3 		$184K Buy
1,502
+60
+4% +$8.17K 0.01% 686
2019
Q2 		$188K Buy
+1,442
New +$174K 0.01% 691
2017
Q2 		– Sell
-300
Closed -$8K – 2134
2017
Q1 		$8K Hold
300
– – ﹤0.01% 1574
2016
Q4 		$7K Buy
+300
New +$8.11K ﹤0.01% 1547

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneos Wealth Management's TEAM Position: Q2 2026 in Review

Geneos Wealth Management held its Atlassian (TEAM) position steady in Q2 2026 at 10 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Geneos Wealth Management first reported a position in TEAM in Q4 2016 and has held it in 23 quarters since. The position peaked at $528K in Q3 2021. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Geneos Wealth Management held 10 shares of Atlassian worth $778 as of Q2 2026.
  • Geneos Wealth Management left its Atlassian share count unchanged in Q2 2026.
  • Atlassian made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2446 holding.
  • Geneos Wealth Management first reported a position in Atlassian in Q4 2016 and has held it in 23 quarters since.
  • Geneos Wealth Management's Atlassian position peaked at $528K in Q3 2021.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.