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Geneos Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Geneos Wealth Management’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.97M Buy
39,348
+666
+2% +$58.8K 0.06% 316
2026
Q1 		$3.55M Sell
38,682
-12,836
-25% -$1.26M 0.08% 263
2025
Q4 		$4.42M Sell
51,518
-21,696
-30% -$1.71M 0.11% 228
2025
Q3 		$5.59M Sell
73,214
-6,227
-8% -$375K 0.14% 183
2025
Q2 		$4.14M Sell
79,441
-95,283
-55% -$4.73M 0.1% 248
2025
Q1 		$8.03M Buy
174,724
+84,645
+94% +$3.42M 0.12% 214
2024
Q4 		$3.05M Sell
90,079
-3,455
-4% -$133K 0.11% 212
2024
Q3 		$3.72M Buy
93,534
+5,588
+6% +$212K 0.14% 173
2024
Q2 		$2.98M Sell
87,946
-686
-0.8% -$23.5K 0.13% 181
2024
Q1 		$2.8M Buy
88,632
+4,479
+5% +$127K 0.13% 193
2023
Q4 		$2.61M Buy
84,153
+415
+0.5% +$12.1K 0.13% 189
2023
Q3 		$2.25M Sell
83,738
-85,044
-50% -$2.51M 0.12% 198
2023
Q2 		$5.08M Buy
168,782
+675
+0.4% +$22K 0.27% 94
2023
Q1 		$5.44M Buy
168,107
+98,192
+140% +$2.97M 0.33% 69
2022
Q4 		$2M Buy
69,915
+1,250
+2% +$33.4K 0.12% 179
2022
Q3 		$1.66M Sell
68,665
-16,999
-20% -$430K 0.11% 185
2022
Q2 		$2.41M Buy
85,664
+7,323
+9% +$247K 0.12% 184
2022
Q1 		$3M Buy
78,341
+14,491
+23% +$492K 0.13% 174
2021
Q4 		$2.04M Buy
63,850
+978
+2% +$31.2K 0.08% 249
2021
Q3 		$1.84M Sell
62,872
-31,754
-34% -$1.03M 0.07% 259
2021
Q2 		$3.26M Sell
94,626
-574
-0.6% -$21K 0.13% 178
2021
Q1 		$3.27M Buy
95,200
+1,340
+1% +$45.7K 0.09% 221
2020
Q4 		$2.92M Buy
93,860
+14,692
+19% +$549K 0.12% 190
2020
Q3 		$3.04M Buy
79,168
+8,966
+13% +$365K 0.16% 148
2020
Q2 		$2.47M Buy
70,202
+14,680
+26% +$483K 0.14% 162
2020
Q1 		$1.35M Buy
55,522
+1,968
+4% +$53.9K 0.09% 220
2019
Q4 		$1.55M Sell
53,554
-1,035
-2% -$28.3K 0.08% 238
2019
Q3 		$1.5M Buy
54,589
+10,055
+23% +$281K 0.09% 219
2019
Q2 		$1.14M Sell
44,534
-28,360
-39% -$625K 0.07% 251
2019
Q1 		$1.63M Buy
72,894
+14,656
+25% +$322K 0.11% 199
2018
Q4 		$1.2M Buy
58,238
+23,930
+70% +$469K 0.09% 221
2018
Q3 		$635K Buy
34,308
+10,615
+45% +$212K 0.04% 336
2018
Q2 		$528K Sell
23,693
-7,709
-25% -$173K 0.04% 322
2018
Q1 		$690K Sell
31,402
-5,621
-15% -$127K 0.06% 259
2017
Q4 		$860K Buy
37,023
+8,450
+30% +$192K 0.08% 231
2017
Q3 		$656K Sell
28,573
-1,337
-4% -$30.9K 0.07% 255
2017
Q2 		$660K Sell
29,910
-1,496
-5% -$34K 0.07% 245
2017
Q1 		$716K Buy
31,406
+441
+1% +$10.3K 0.07% 217
2016
Q4 		$647K Buy
30,965
+10,699
+53% +$238K 0.09% 212
2016
Q3 		$535K Buy
20,266
+1,264
+7% +$36.3K 0.07% 233
2016
Q2 		$552K Buy
+19,002
New +$456K 0.08% 227

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Geneos Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 1.7% in Q2 2026, buying an estimated $58.8K and bringing the position to 39,348 shares worth $2.97M. The position accounts for 0.06% of the portfolio, ranked #316.

Geneos Wealth Management first reported a position in GDX in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.03M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Geneos Wealth Management held 39,348 shares of VanEck Gold Miners ETF worth $2.97M as of Q2 2026.
  • Geneos Wealth Management bought 666 VanEck Gold Miners ETF shares in Q2 2026, an estimated $58.8K.
  • VanEck Gold Miners ETF made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Geneos Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's VanEck Gold Miners ETF position peaked at $8.03M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

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