GCM
SWAV

Geneva Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Geneva Capital Management’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,479
Closed -$12.9M – 131
2024
Q1 		$12.9M Buy
39,479
+3,427
+10% +$841K 0.23% 93
2023
Q4 		$6.87M Sell
36,052
-5,578
-13% -$1.05M 0.13% 96
2023
Q3 		$8.29M Buy
41,630
+9,500
+30% +$2.25M 0.17% 92
2023
Q2 		$9.17M Buy
+32,130
New +$8.92M 0.18% 91

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geneva Capital Management's SWAV Position: Q2 2024 in Review

Geneva Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 39,479 shares — an estimated $12.9M sold.

Geneva Capital Management first reported a position in SWAV in Q2 2023 and held it in 4 quarters. The position peaked at $12.9M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Geneva Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Geneva Capital Management sold 39,479 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $12.9M.
  • Geneva Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Geneva Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $12.9M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Geneva Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.