GWM
ASM

Geneos Wealth Management’s Avino Silver & Gold Mines ASM Stock Holding History

Geneos Wealth Management’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5K Buy
2,600
+1,300
+100% +$8.77K ﹤0.01% 1859
2026
Q1 		$8.22K Buy
+1,300
New +$10.4K ﹤0.01% 2041
2016
Q4 		– Sell
-500
Closed -$1K – 2048
2016
Q3 		$1K Hold
500
– – ﹤0.01% 1847
2016
Q2 		$1K Buy
+500
New +$801 ﹤0.01% 1722

Other funds holding ASM

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's ASM Position: Q2 2026 in Review

Geneos Wealth Management increased its Avino Silver & Gold Mines (ASM) stake by 100% in Q2 2026, buying an estimated $8.77K and bringing the position to 2,600 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Geneos Wealth Management first reported a position in ASM in Q2 2016 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold ASM as of Q2 2026.

  • Geneos Wealth Management held 2,600 shares of Avino Silver & Gold Mines worth $16.5K as of Q2 2026.
  • Geneos Wealth Management bought 1,300 Avino Silver & Gold Mines shares in Q2 2026, an estimated $8.77K.
  • Avino Silver & Gold Mines made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1859 holding.
  • Geneos Wealth Management first reported a position in Avino Silver & Gold Mines in Q2 2016 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.