GWM
ZSAN

Geneos Wealth Management’s Zosano Pharma Corporation ZSAN Stock Holding History

Geneos Wealth Management’s Portfolio ZSAN Stock Details ZSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$3K – 2650
2020
Q1 		$3K Hold
200
– – ﹤0.01% 2223
2019
Q4 		$9K Buy
+200
New +$12.3K ﹤0.01% 2030

Other funds holding ZSAN

ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TI
Telemetry Investments New York $63.3M AUM 0.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geneos Wealth Management's ZSAN Position: Q2 2020 in Review

Geneos Wealth Management sold out of Zosano Pharma Corporation (ZSAN) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in ZSAN in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 31 funds tracked by Wall St. Rank hold ZSAN as of Q2 2020.

  • Geneos Wealth Management reported no remaining Zosano Pharma Corporation position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 200 Zosano Pharma Corporation shares in Q2 2020, an estimated $3K.
  • Geneos Wealth Management first reported a position in Zosano Pharma Corporation in Q4 2019 and held it in 2 quarters.
  • Geneos Wealth Management's Zosano Pharma Corporation position peaked at $9K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Zosano Pharma Corporation as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.