Geneos Wealth Management’s Equinox Gold EQX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.42K	Sell	866 -184	-18%	-$2.37K	﹤0.01%	2064
2026 Q1	$15.2K	Hold	1,050	–	–	﹤0.01%	1868
2025 Q4	$14.7K	Hold	1,050	–	–	﹤0.01%	1842
2025 Q3	$11.8K	Buy	1,050 +800	+320%	+$6.36K	﹤0.01%	1911
2025 Q2	$1.44K	Hold	250	–	–	﹤0.01%	2892
2025 Q1	$1.72K	Hold	250	–	–	﹤0.01%	2810
2024 Q4	$1.26K	Hold	250	–	–	﹤0.01%	2723
2024 Q3	$1.53K	Hold	250	–	–	﹤0.01%	2358
2024 Q2	$1.3K	Hold	250	–	–	﹤0.01%	1948
2024 Q1	$1.51K	Hold	250	–	–	﹤0.01%	1947
2023 Q4	$1.22K	Hold	250	–	–	﹤0.01%	1988
2023 Q3	$1.05K	Hold	250	–	–	﹤0.01%	2020
2023 Q2	$1.15K	Hold	250	–	–	﹤0.01%	2007
2023 Q1	$1.28K	Hold	250	–	–	﹤0.01%	1966
2022 Q4	$818	Hold	250	–	–	﹤0.01%	1986
2022 Q3	$0	Sell	250 -179	-42%	-$696	﹤0.01%	2185
2022 Q2	$1K	Hold	429	–	–	﹤0.01%	2481
2022 Q1	$3K	Hold	429	–	–	﹤0.01%	2454
2021 Q4	$2K	Hold	429	–	–	﹤0.01%	2573
2021 Q3	$2K	Hold	429	–	–	﹤0.01%	2641
2021 Q2	$2K	Sell	429 -885	-67%	-$7.56K	﹤0.01%	2649
2021 Q1	$10K	Hold	1,314	–	–	﹤0.01%	2374
2020 Q4	$10K	Buy	1,314 +885	+206%	+$9.65K	﹤0.01%	2207
2020 Q3	$4K	Buy	429 +250	+140%	+$3.01K	﹤0.01%	2249
2020 Q2	$1K	Sell	179 -100	-36%	-$895	﹤0.01%	2454
2020 Q1	$1K	Buy	+279	New	+$2.2K	﹤0.01%	2363

Other funds holding EQX

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

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

Geneos Wealth Management reduced its Equinox Gold (EQX) stake by 18% in Q2 2026, selling an estimated $2.37K and leaving 866 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Geneos Wealth Management first reported a position in EQX in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.2K in Q1 2026. 327 funds tracked by Wall St. Rank hold EQX as of Q2 2026.

Geneos Wealth Management held 866 shares of Equinox Gold worth $8.42K as of Q2 2026.
Geneos Wealth Management sold 184 Equinox Gold shares in Q2 2026, an estimated $2.37K.
Equinox Gold made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2064 holding.
Geneos Wealth Management first reported a position in Equinox Gold in Q1 2020 and has held it in 26 quarters since.
Geneos Wealth Management's Equinox Gold position peaked at $15.2K in Q1 2026.
327 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2026.

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