Geneva Capital Management’s Certara CERT Stock Holding History

Geneva Capital Management’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	2,743,484 -2,668,228	-49%	-$20.4M	0.33%	72
2025 Q4	$47.7M	Sell	5,411,712 -749,042	-12%	-$7.72M	0.9%	39
2025 Q3	$75.3M	Buy	6,160,754 +45,859	+0.7%	+$502K	1.29%	26
2025 Q2	$71.5M	Buy	6,114,895 +443,206	+8%	+$5.24M	1.2%	30
2025 Q1	$56.1M	Buy	5,671,689 +213,089	+4%	+$2.59M	1.05%	32
2024 Q4	$58.1M	Sell	5,458,600 -51,609	-0.9%	-$561K	1.01%	33
2024 Q3	$64.5M	Buy	5,510,209 +37,392	+0.7%	+$493K	1.08%	32
2024 Q2	$75.8M	Buy	5,472,817 +1,068,618	+24%	+$17.6M	1.38%	25
2024 Q1	$78.7M	Buy	4,404,199 +579,349	+15%	+$9.99M	1.38%	25
2023 Q4	$67.3M	Buy	3,824,850 +860,763	+29%	+$12.6M	1.27%	29
2023 Q3	$43.1M	Sell	2,964,087 -29,465	-1%	-$495K	0.91%	41
2023 Q2	$54.5M	Buy	2,993,552 +1,069,340	+56%	+$22.6M	1.07%	35
2023 Q1	$46.4M	Buy	1,924,212 +752,843	+64%	+$14.9M	0.95%	42
2022 Q4	$18.8M	Buy	1,171,369 +1,099	+0.1%	+$15.9K	0.42%	79
2022 Q3	$15.5M	Buy	+1,170,270	New	+$21.6M	0.36%	88

Other funds holding CERT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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