Principal Financial Group
GBIO

Principal Financial Group’s Generation Bio GBIO Stock Holding History

Principal Financial Group’s Portfolio GBIO Stock Details GBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,145
Closed -$61K – 2477
2022
Q3 		$61K Buy
+1,145
New +$71.6K ﹤0.01% 2395
2021
Q4 		– Sell
-1,968
Closed -$494K – 2567
2021
Q3 		$494K Buy
1,968
+709
+56% +$170K ﹤0.01% 2173
2021
Q2 		$339K Buy
1,259
+494
+65% +$148K ﹤0.01% 2317
2021
Q1 		$218K Buy
+765
New +$245K ﹤0.01% 2362

Other funds holding GBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Principal Financial Group's GBIO Position: Q4 2022 in Review

Principal Financial Group sold out of Generation Bio (GBIO) in Q4 2022, closing a stake of 1,145 shares — an estimated $61K sold.

Principal Financial Group first reported a position in GBIO in Q1 2021 and held it in 4 quarters. The position peaked at $494K in Q3 2021. 95 funds tracked by Wall St. Rank hold GBIO as of Q4 2022.

  • Principal Financial Group reported no remaining Generation Bio position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 1,145 Generation Bio shares in Q4 2022, an estimated $61K.
  • Principal Financial Group first reported a position in Generation Bio in Q1 2021 and held it in 4 quarters.
  • Principal Financial Group's Generation Bio position peaked at $494K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Generation Bio as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.