Geneos Wealth Management
FSM icon

Geneos Wealth Management’s Fortuna Silver Mines FSM Stock Holding History

Geneos Wealth Management’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.1K Hold
4,100
– – ﹤0.01% 1726
2026
Q2 		$34.6K Buy
4,100
+2,000
+95% +$19.4K ﹤0.01% 1616
2026
Q1 		$20.9K Sell
2,100
-2,000
-49% -$21.7K ﹤0.01% 1748
2025
Q4 		$40.2K Buy
4,100
+100
+3% +$900 ﹤0.01% 1475
2025
Q3 		$35.8K Hold
4,000
– – ﹤0.01% 1505
2025
Q2 		$26.2K Buy
4,000
+2,000
+100% +$12.4K ﹤0.01% 1906
2025
Q1 		$12.2K Buy
+2,000
New +$9.9K ﹤0.01% 2179
2022
Q3 		– Sell
-1,750
Closed -$5K – 2221
2022
Q2 		$5K Sell
1,750
-1,100
-39% -$3.83K ﹤0.01% 2176
2022
Q1 		$10K Hold
2,850
– – ﹤0.01% 2085
2021
Q4 		$11K Sell
2,850
-2,550
-47% -$10.5K ﹤0.01% 2136
2021
Q3 		$21K Hold
5,400
– – ﹤0.01% 1894
2021
Q2 		$29K Sell
5,400
-2,924
-35% -$19.3K ﹤0.01% 1732
2021
Q1 		$50K Buy
8,324
+285
+4% +$2.14K ﹤0.01% 1634
2020
Q4 		$50K Buy
8,039
+2,989
+59% +$20.7K ﹤0.01% 1460
2020
Q3 		$31K Buy
5,050
+3,050
+153% +$19.6K ﹤0.01% 1455
2020
Q2 		$9K Hold
2,000
– – ﹤0.01% 1944
2020
Q1 		$4K Hold
2,000
– – ﹤0.01% 2093
2019
Q4 		$7K Hold
2,000
– – ﹤0.01% 2093
2019
Q3 		$6K Hold
2,000
– – ﹤0.01% 2053
2019
Q2 		$5K Hold
2,000
– – ﹤0.01% 2104
2019
Q1 		$6K Hold
2,000
– – ﹤0.01% 1987
2018
Q4 		$7K Hold
2,000
– – ﹤0.01% 1878
2018
Q3 		$8K Hold
2,000
– – ﹤0.01% 1919
2018
Q2 		$11K Hold
2,000
– – ﹤0.01% 1679
2018
Q1 		$10K Hold
2,000
– – ﹤0.01% 1642
2017
Q4 		$10K Sell
2,000
-360
-15% -$1.62K ﹤0.01% 1629
2017
Q3 		$10K Hold
2,360
– – ﹤0.01% 1569
2017
Q2 		$11K Hold
2,360
– – ﹤0.01% 1497
2017
Q1 		$12K Hold
2,360
– – ﹤0.01% 1418
2016
Q4 		$13K Sell
2,360
-1,365
-37% -$8.59K ﹤0.01% 1345
2016
Q3 		$26K Buy
+3,725
New +$31K ﹤0.01% 1032

Other funds holding FSM

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geneos Wealth Management's FSM Position: Q3 2026 in Review

Geneos Wealth Management held its Fortuna Silver Mines (FSM) position steady in Q3 2026 at 4,100 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Geneos Wealth Management first reported a position in FSM in Q3 2016 and has held it in 31 quarters since. The position peaked at $50K in Q1 2021. 95 funds tracked by Wall St. Rank hold FSM as of Q3 2026.

  • Geneos Wealth Management held 4,100 shares of Fortuna Silver Mines worth $46.1K as of Q3 2026.
  • Geneos Wealth Management left its Fortuna Silver Mines share count unchanged in Q3 2026.
  • Fortuna Silver Mines made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1726 holding.
  • Geneos Wealth Management first reported a position in Fortuna Silver Mines in Q3 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Fortuna Silver Mines position peaked at $50K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.