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Genesis Private Wealth’s Atlassian TEAM Stock Holding History

Genesis Private Wealth’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
2025
Q3 		– Sell
-1,301
Closed -$264K – 173
2025
Q2 		$264K Buy
1,301
+230
+21% +$47.9K 0.12% 108
2025
Q1 		$227K Buy
1,071
+225
+27% +$59.4K 0.12% 124
2024
Q4 		$206K Buy
+846
New +$194K 0.11% 129

Other funds holding TEAM

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Genesis Private Wealth's TEAM Position: Q3 2025 in Review

Genesis Private Wealth sold out of Atlassian (TEAM) in Q3 2025, closing a stake of 1,301 shares — an estimated $264K sold.

Genesis Private Wealth first reported a position in TEAM in Q4 2024 and held it in 3 quarters. The position peaked at $264K in Q2 2025. 760 funds tracked by Wall St. Rank hold TEAM as of Q3 2025.

  • Genesis Private Wealth reported no remaining Atlassian position as of Q3 2025 after selling out during the quarter.
  • Genesis Private Wealth sold 1,301 Atlassian shares in Q3 2025, an estimated $264K.
  • Genesis Private Wealth first reported a position in Atlassian in Q4 2024 and held it in 3 quarters.
  • Genesis Private Wealth's Atlassian position peaked at $264K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Atlassian as of Q3 2025.

Based on Genesis Private Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.