Geneos Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,025	Closed	-$192K	–	3088
2024 Q4	$192K	Buy	+5,025	New	+$217K	0.01%	852
2024 Q3	–	Sell	-29,930	Closed	-$1.35M	–	2567
2024 Q2	$1.35M	Buy	29,930 +16,280	+119%	+$758K	0.06%	314
2024 Q1	$579K	Buy	13,650 +13,400	+5,360%	+$498K	0.03%	461
2023 Q4	$9.38K	Hold	250	–	–	﹤0.01%	1564
2023 Q3	$9.1K	Hold	250	–	–	﹤0.01%	1599
2023 Q2	$9.41K	Hold	250	–	–	﹤0.01%	1592
2023 Q1	$9.68K	Hold	250	–	–	﹤0.01%	1557
2022 Q4	$8.86K	Sell	250 -400	-62%	-$13.1K	﹤0.01%	1559
2022 Q3	$18K	Hold	650	–	–	﹤0.01%	1352
2022 Q2	$19K	Hold	650	–	–	﹤0.01%	1698
2022 Q1	$29K	Hold	650	–	–	﹤0.01%	1614
2021 Q4	$23K	Hold	650	–	–	﹤0.01%	1811
2021 Q3	$22K	Hold	650	–	–	﹤0.01%	1869
2021 Q2	$24K	Hold	650	–	–	﹤0.01%	1814
2021 Q1	$25K	Hold	650	–	–	﹤0.01%	1953
2020 Q4	$22K	Buy	650 +150	+30%	+$3.75K	﹤0.01%	1844
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	1938
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	1971
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	2017
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	1957
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	1954
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	1896
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	1832
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	1812
2018 Q3	$11K	Buy	+500	New	+$11.2K	﹤0.01%	1802
2018 Q2	–	Sell	-500	Closed	-$12K	–	2263
2018 Q1	$12K	Buy	+500	New	+$13.8K	﹤0.01%	1568

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geneos Wealth Management's COPX Position: Q1 2025 in Review

Geneos Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2025, closing a stake of 5,025 shares — an estimated $192K sold.

Geneos Wealth Management first reported a position in COPX in Q1 2018 and held it in 26 quarters. The position peaked at $1.35M in Q2 2024. 187 funds tracked by Wall St. Rank hold COPX as of Q1 2025.

Geneos Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 5,025 Global X Copper Miners ETF NEW shares in Q1 2025, an estimated $192K.
Geneos Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q1 2018 and held it in 26 quarters.
Geneos Wealth Management's Global X Copper Miners ETF NEW position peaked at $1.35M in Q2 2024.
187 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.