Welch & Forbes’s GeoVax Labs GOVX Stock Holding History

Welch & Forbes’s Portfolio GOVX Stock Details GOVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45	Closed	-$6.13K	–	379
2023 Q4	$6.13K	Hold	45	–	–	﹤0.01%	366
2023 Q3	$8.73K	Hold	45	–	–	﹤0.01%	367
2023 Q2	$9.35K	Hold	45	–	–	﹤0.01%	375
2023 Q1	$11.3K	Hold	45	–	–	﹤0.01%	365
2022 Q4	$10.7K	Hold	45	–	–	﹤0.01%	368
2022 Q3	$19K	Hold	45	–	–	﹤0.01%	370
2022 Q2	$14K	Hold	45	–	–	﹤0.01%	378
2022 Q1	$20K	Hold	45	–	–	﹤0.01%	388
2021 Q4	$62K	Hold	45	–	–	﹤0.01%	386
2021 Q3	$73K	Hold	45	–	–	﹤0.01%	386
2021 Q2	$85K	Sell	45 -30	-40%	-$58.3K	﹤0.01%	388
2021 Q1	$123K	Hold	75	–	–	﹤0.01%	385
2020 Q4	$95K	Buy	+75	New	+$87.2K	﹤0.01%	386

Other funds holding GOVX

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Welch & Forbes's GOVX Position: Q1 2024 in Review

Welch & Forbes sold out of GeoVax Labs (GOVX) in Q1 2024, closing a stake of 45 shares — an estimated $6.13K sold.

Welch & Forbes first reported a position in GOVX in Q4 2020 and held it in 13 quarters. The position peaked at $123K in Q1 2021. 8 funds tracked by Wall St. Rank hold GOVX as of Q1 2024.

Welch & Forbes reported no remaining GeoVax Labs position as of Q1 2024 after selling out during the quarter.
Welch & Forbes sold 45 GeoVax Labs shares in Q1 2024, an estimated $6.13K.
Welch & Forbes first reported a position in GeoVax Labs in Q4 2020 and held it in 13 quarters.
Welch & Forbes's GeoVax Labs position peaked at $123K in Q1 2021.
8 funds tracked by Wall St. Rank held GeoVax Labs as of Q1 2024.

Based on Welch & Forbes's 13F filing for Q1 2024, filed 3 May 2024.