Geneos Wealth Management
TEAM icon

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
Q3 		$6.28K Buy
35
+25
+250% +$3.6K ﹤0.01% 2562
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% -$14K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geneos Wealth Management's TEAM Position: Q3 2026 in Review

Geneos Wealth Management increased its Atlassian (TEAM) stake by 250% in Q3 2026, buying an estimated $3.6K and bringing the position to 35 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Geneos Wealth Management first reported a position in TEAM in Q4 2016 and has held it in 24 quarters since. The position peaked at $528K in Q3 2021. 717 funds tracked by Wall St. Rank hold TEAM as of Q3 2026.

  • Geneos Wealth Management held 35 shares of Atlassian worth $6.28K as of Q3 2026.
  • Geneos Wealth Management bought 25 Atlassian shares in Q3 2026, an estimated $3.6K.
  • Atlassian made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2562 holding.
  • Geneos Wealth Management first reported a position in Atlassian in Q4 2016 and has held it in 24 quarters since.
  • Geneos Wealth Management's Atlassian position peaked at $528K in Q3 2021.
  • 717 funds tracked by Wall St. Rank held Atlassian as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.