Geneos Wealth Management’s Tandem Diabetes Care TNDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-20	Closed	-$3K	–	2980
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	2541
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	2674
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	2803
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	3064
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	2835
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	2451
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	2512
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	2426
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	2503
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	2440
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	2444
2019 Q1	$1K	Sell	20 -6,777	-100%	-$356K	﹤0.01%	2356
2018 Q4	$253K	Sell	6,797 -1,250	-16%	-$44.1K	0.02%	527
2018 Q3	$344K	Sell	8,047 -1,170	-13%	-$40.9K	0.02%	474
2018 Q2	$202K	Buy	9,217 +2,520	+38%	+$31K	0.02%	567
2018 Q1	$33K	Buy	+6,697	New	+$21.6K	﹤0.01%	1190

Other funds holding TNDM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geneos Wealth Management's TNDM Position: Q1 2022 in Review

Geneos Wealth Management sold out of Tandem Diabetes Care (TNDM) in Q1 2022, closing a stake of 20 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in TNDM in Q1 2018 and held it in 16 quarters. The position peaked at $344K in Q3 2018. 379 funds tracked by Wall St. Rank hold TNDM as of Q1 2022.

Geneos Wealth Management reported no remaining Tandem Diabetes Care position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 20 Tandem Diabetes Care shares in Q1 2022, an estimated $3K.
Geneos Wealth Management first reported a position in Tandem Diabetes Care in Q1 2018 and held it in 16 quarters.
Geneos Wealth Management's Tandem Diabetes Care position peaked at $344K in Q3 2018.
379 funds tracked by Wall St. Rank held Tandem Diabetes Care as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.