Geneos Wealth Management’s AngloGold Ashanti AU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-81	Closed	-$1K	–	2587
2022 Q1	$1K	Buy	+81	New	+$1.76K	﹤0.01%	2611
2021 Q2	–	Sell	-231	Closed	-$4K	–	2861
2021 Q1	$4K	Buy	+231	New	+$5.18K	﹤0.01%	2695
2019 Q4	–	Sell	-90	Closed	-$1K	–	2543
2019 Q3	$1K	Hold	90	–	–	﹤0.01%	2363
2019 Q2	$1K	Hold	90	–	–	﹤0.01%	2371
2019 Q1	$1K	Hold	90	–	–	﹤0.01%	2297
2018 Q4	$1K	Buy	+90	New	+$923	﹤0.01%	2275

Other funds holding AU

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's AU Position: Q2 2022 in Review

Geneos Wealth Management sold out of AngloGold Ashanti (AU) in Q2 2022, closing a stake of 81 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in AU in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 173 funds tracked by Wall St. Rank hold AU as of Q2 2022.

Geneos Wealth Management reported no remaining AngloGold Ashanti position as of Q2 2022 after selling out during the quarter.
Geneos Wealth Management sold 81 AngloGold Ashanti shares in Q2 2022, an estimated $1K.
Geneos Wealth Management first reported a position in AngloGold Ashanti in Q4 2018 and held it in 6 quarters.
Geneos Wealth Management's AngloGold Ashanti position peaked at $4K in Q1 2021.
173 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.