GWM
GATO

Geneos Wealth Management’s Gatos Silver, Inc. GATO Stock Holding History

Geneos Wealth Management’s Portfolio GATO Stock Details GATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$5K – 3157
2021
Q1 		$5K Hold
500
– – ﹤0.01% 2684
2020
Q4 		$4K Buy
+500
New +$3.83K ﹤0.01% 2576

Other funds holding GATO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geneos Wealth Management's GATO Position: Q2 2021 in Review

Geneos Wealth Management sold out of Gatos Silver, Inc. (GATO) in Q2 2021, closing a stake of 500 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in GATO in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 63 funds tracked by Wall St. Rank hold GATO as of Q2 2021.

  • Geneos Wealth Management reported no remaining Gatos Silver, Inc. position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 500 Gatos Silver, Inc. shares in Q2 2021, an estimated $5K.
  • Geneos Wealth Management first reported a position in Gatos Silver, Inc. in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Gatos Silver, Inc. position peaked at $5K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Gatos Silver, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.