GWM
VAR

Geneos Wealth Management’s Varian Medical Systems, Inc. VAR Stock Holding History

Geneos Wealth Management’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-64
Closed -$9K – 3168
2020
Q4 		$9K Sell
64
-332
-84% -$57.6K ﹤0.01% 2283
2020
Q3 		$68K Buy
396
+6
+2% +$943 ﹤0.01% 1113
2020
Q2 		$45K Hold
390
– – ﹤0.01% 1266
2020
Q1 		$39K Hold
390
– – ﹤0.01% 1225
2019
Q4 		$55K Hold
390
– – ﹤0.01% 1208
2019
Q3 		$46K Hold
390
– – ﹤0.01% 1228
2019
Q2 		$53K Sell
390
-50
-11% -$6.68K ﹤0.01% 1155
2019
Q1 		$62K Buy
440
+12
+3% +$1.58K ﹤0.01% 1046
2018
Q4 		$47K Hold
428
– – ﹤0.01% 1131
2018
Q3 		$47K Hold
428
– – ﹤0.01% 1200
2018
Q2 		$48K Buy
428
+90
+27% +$10.8K ﹤0.01% 1074
2018
Q1 		$41K Sell
338
-70
-17% -$8.35K ﹤0.01% 1090
2017
Q4 		$45K Sell
408
-141
-26% -$15.2K ﹤0.01% 1051
2017
Q3 		$54K Sell
549
-20
-4% -$2.05K 0.01% 915
2017
Q2 		$58K Sell
569
-80
-12% -$7.71K 0.01% 871
2017
Q1 		$59K Sell
649
-91
-12% -$7.59K 0.01% 833
2016
Q4 		$58K Buy
740
+161
+28% +$13K 0.01% 789
2016
Q3 		$50K Buy
579
+80
+16% +$6.52K 0.01% 814
2016
Q2 		$36K Hold
499
– – 0.01% 920
2016
Q1 		$35K Buy
+499
New +$33.9K 0.01% 916

Other funds holding VAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's VAR Position: Q1 2021 in Review

Geneos Wealth Management sold out of Varian Medical Systems, Inc. (VAR) in Q1 2021, closing a stake of 64 shares — an estimated $9K sold.

Geneos Wealth Management first reported a position in VAR in Q1 2016 and held it in 20 quarters. The position peaked at $68K in Q3 2020. 600 funds tracked by Wall St. Rank hold VAR as of Q1 2021.

  • Geneos Wealth Management reported no remaining Varian Medical Systems, Inc. position as of Q1 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 64 Varian Medical Systems, Inc. shares in Q1 2021, an estimated $9K.
  • Geneos Wealth Management first reported a position in Varian Medical Systems, Inc. in Q1 2016 and held it in 20 quarters.
  • Geneos Wealth Management's Varian Medical Systems, Inc. position peaked at $68K in Q3 2020.
  • 600 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q1 2021.

Based on Geneos Wealth Management's 13F filing for Q1 2021, filed 17 Jun 2021.