Geneos Wealth Management’s Golden Ocean Group GOGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-400	Closed	-$3.19K	–	3164
2025 Q1	$3.19K	Buy	+400	New	+$3.55K	﹤0.01%	2871
2024 Q4	–	Sell	-200	Closed	-$2.68K	–	2919
2024 Q3	$2.68K	Hold	200	–	–	﹤0.01%	2232
2024 Q2	$2.76K	Hold	200	–	–	﹤0.01%	1829
2024 Q1	$2.59K	Hold	200	–	–	﹤0.01%	1853
2023 Q4	$1.95K	Hold	200	–	–	﹤0.01%	1926
2023 Q3	$1.58K	Hold	200	–	–	﹤0.01%	1972
2023 Q2	$1.51K	Hold	200	–	–	﹤0.01%	1972
2023 Q1	$1.9K	Hold	200	–	–	﹤0.01%	1908
2022 Q4	$1.74K	Hold	200	–	–	﹤0.01%	1902
2022 Q3	$1K	Sell	200 -1,200	-86%	-$12K	﹤0.01%	1928
2022 Q2	$15K	Hold	1,400	–	–	﹤0.01%	1806
2022 Q1	$17K	Buy	+1,400	New	+$15.2K	﹤0.01%	1875

Other funds holding GOGL

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

FCM

FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneos Wealth Management's GOGL Position: Q2 2025 in Review

Geneos Wealth Management sold out of Golden Ocean Group (GOGL) in Q2 2025, closing a stake of 400 shares — an estimated $3.19K sold.

Geneos Wealth Management first reported a position in GOGL in Q1 2022 and held it in 12 quarters. The position peaked at $17K in Q1 2022. 167 funds tracked by Wall St. Rank hold GOGL as of Q2 2025.

Geneos Wealth Management reported no remaining Golden Ocean Group position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 400 Golden Ocean Group shares in Q2 2025, an estimated $3.19K.
Geneos Wealth Management first reported a position in Golden Ocean Group in Q1 2022 and held it in 12 quarters.
Geneos Wealth Management's Golden Ocean Group position peaked at $17K in Q1 2022.
167 funds tracked by Wall St. Rank held Golden Ocean Group as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.