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GWM
Geneos Wealth Management’s
GraniteShares Gold Shares
BAR
Stock Holding History
Geneos Wealth Management’s Portfolio
BAR Stock Details
BAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-115
Closed
-$2.35K
–
2131
2023
Q4
$2.35K
Hold
115
–
–
﹤0.01%
1889
2023
Q3
$2.1K
Buy
+115
New
+$2.19K
﹤0.01%
1926
2021
Q4
–
Sell
-440
Closed
-$7K
–
2768
2021
Q3
$7K
Hold
440
–
–
﹤0.01%
2330
2021
Q2
$7K
Hold
440
–
–
﹤0.01%
2318
2021
Q1
$7K
Hold
440
–
–
﹤0.01%
2517
2020
Q4
$7K
Hold
440
–
–
﹤0.01%
2344
2020
Q3
$8K
Hold
440
–
–
﹤0.01%
2012
2020
Q2
$7K
Hold
440
–
–
﹤0.01%
2025
2020
Q1
$7K
Hold
440
–
–
﹤0.01%
1923
2019
Q4
$6K
Hold
440
–
–
﹤0.01%
2128
2019
Q3
$6K
Hold
440
–
–
﹤0.01%
2044
2019
Q2
$6K
Hold
440
–
–
﹤0.01%
2056
2019
Q1
$5K
Buy
+440
New
+$5.72K
﹤0.01%
2024
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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