Geneos Wealth Management’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8K | Sell |
1,000
-200
| -17% | -$4.35K | ﹤0.01% | 1795 |
|
|
2025
Q4 | $21.4K | Hold |
1,200
| – | – | ﹤0.01% | 1697 |
|
|
2025
Q3 | $22.5K | Sell |
1,200
-100
| -8% | -$1.22K | ﹤0.01% | 1685 |
|
|
2025
Q2 | $11.5K | Sell |
1,300
-1,300
| -50% | -$9.46K | ﹤0.01% | 2266 |
|
|
2025
Q1 | $15.4K | Buy |
2,600
+2,500
| +2,500% | +$15.4K | ﹤0.01% | 2434 |
|
|
2024
Q4 | $572 | Hold |
100
| – | – | ﹤0.01% | 2865 |
|
|
2024
Q3 | $688 | Hold |
100
| – | – | ﹤0.01% | 2511 |
|
|
2024
Q2 | $562 | Buy |
+100
| New | +$516 | ﹤0.01% | 2039 |
|
|
2022
Q3 | – | Sell |
-1,620
| Closed | -$4K | – | 2093 |
|
|
2022
Q2 | $4K | Hold |
1,620
| – | – | ﹤0.01% | 2239 |
|
|
2022
Q1 | $7K | Hold |
1,620
| – | – | ﹤0.01% | 2207 |
|
|
2021
Q4 | $8K | Hold |
1,620
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q3 | $10K | Hold |
1,620
| – | – | ﹤0.01% | 2211 |
|
|
2021
Q2 | $14K | Sell |
1,620
-1,300
| -45% | -$12.5K | ﹤0.01% | 2072 |
|
|
2021
Q1 | $23K | Hold |
2,920
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q4 | $14K | Buy |
2,920
+1,300
| +80% | +$10.7K | ﹤0.01% | 2075 |
|
|
2020
Q3 | $11K | Buy |
1,620
+300
| +23% | +$2.26K | ﹤0.01% | 1905 |
|
|
2020
Q2 | $6K | Sell |
1,320
-1,500
| -53% | -$6.83K | ﹤0.01% | 2072 |
|
|
2020
Q1 | $9K | Buy |
2,820
+2,500
| +781% | +$13K | ﹤0.01% | 1846 |
|
|
2019
Q4 | $2K | Hold |
320
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q3 | $1K | Sell |
320
-50
| -14% | -$248 | ﹤0.01% | 2373 |
|
|
2019
Q2 | $1K | Hold |
370
| – | – | ﹤0.01% | 2377 |
|
|
2019
Q1 | $1K | Hold |
370
| – | – | ﹤0.01% | 2304 |
|
|
2018
Q4 | $1K | Hold |
370
| – | – | ﹤0.01% | 2281 |
|
|
2018
Q3 | $1K | Hold |
370
| – | – | ﹤0.01% | 2324 |
|
|
2018
Q2 | $2K | Hold |
370
| – | – | ﹤0.01% | 2093 |
|
|
2018
Q1 | $2K | Hold |
370
| – | – | ﹤0.01% | 2015 |
|
|
2017
Q4 | $2K | Hold |
370
| – | – | ﹤0.01% | 2006 |
|
|
2017
Q3 | $3K | Hold |
370
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q2 | $3K | Sell |
370
-200
| -35% | -$1.82K | ﹤0.01% | 1832 |
|
|
2017
Q1 | $4K | Buy |
570
+200
| +54% | +$1.91K | ﹤0.01% | 1721 |
|
|
2016
Q4 | $3K | Sell |
370
-2
| -0.5% | -$21 | ﹤0.01% | 1745 |
|
|
2016
Q3 | $4K | Buy |
372
+2
| +0.5% | +$27 | ﹤0.01% | 1615 |
|
|
2016
Q2 | $4K | Buy |
+370
| New | +$2.91K | ﹤0.01% | 1552 |
|
Other funds holding CDE
VCM
VPM
TI