Geneos Wealth Management’s Almaden Minerals Ltd AAU Stock Holding History

Geneos Wealth Management’s Portfolio AAU Stock Details AAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,175	Closed	-$1K	–	3028
2020 Q3	$1K	Buy	+1,175	New	+$822	﹤0.01%	2597
2018 Q2	–	Sell	-1,225	Closed	-$1K	–	2344
2018 Q1	$1K	Sell	1,225 -200	-14%	-$180	﹤0.01%	2144
2017 Q4	$1K	Sell	1,425 -1,000	-41%	-$997	﹤0.01%	2146
2017 Q3	$2K	Buy	2,425 +50	+2%	+$58	﹤0.01%	2010
2017 Q2	$2K	Buy	2,375 +1,000	+73%	+$1.38K	﹤0.01%	1967
2017 Q1	$1K	Hold	1,375	–	–	﹤0.01%	2039
2016 Q4	$1K	Sell	1,375 -1,000	-42%	-$1.16K	﹤0.01%	2022
2016 Q3	$3K	Buy	2,375 +300	+14%	+$442	﹤0.01%	1725
2016 Q2	$3K	Hold	2,075	–	–	﹤0.01%	1646
2016 Q1	$1K	Buy	+2,075	New	+$1.39K	﹤0.01%	1767

Other funds holding AAU

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Geneos Wealth Management's AAU Position: Q4 2020 in Review

Geneos Wealth Management sold out of Almaden Minerals Ltd (AAU) in Q4 2020, closing a stake of 1,175 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AAU in Q1 2016 and held it in 10 quarters. The position peaked at $3K in Q3 2016. 29 funds tracked by Wall St. Rank hold AAU as of Q4 2020.

Geneos Wealth Management reported no remaining Almaden Minerals Ltd position as of Q4 2020 after selling out during the quarter.
Geneos Wealth Management sold 1,175 Almaden Minerals Ltd shares in Q4 2020, an estimated $1K.
Geneos Wealth Management first reported a position in Almaden Minerals Ltd in Q1 2016 and held it in 10 quarters.
Geneos Wealth Management's Almaden Minerals Ltd position peaked at $3K in Q3 2016.
29 funds tracked by Wall St. Rank held Almaden Minerals Ltd as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.