GWM
GOLD

Geneos Wealth Management’s Gold.com Inc GOLD Stock Holding History

Geneos Wealth Management’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,876
Closed -$28K – 1801
2016
Q1 		$28K Buy
+2,876
New +$27.1K ﹤0.01% 984

Other funds holding GOLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Geneos Wealth Management's GOLD Position: Q2 2016 in Review

Geneos Wealth Management sold out of Gold.com Inc (GOLD) in Q2 2016, closing a stake of 2,876 shares — an estimated $28K sold.

Geneos Wealth Management first reported a position in GOLD in Q1 2016 and held it in 1 quarter. The position peaked at $28K in Q1 2016. 31 funds tracked by Wall St. Rank hold GOLD as of Q2 2016.

  • Geneos Wealth Management reported no remaining Gold.com Inc position as of Q2 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 2,876 Gold.com Inc shares in Q2 2016, an estimated $28K.
  • Geneos Wealth Management first reported a position in Gold.com Inc in Q1 2016 and held it in 1 quarter.
  • Geneos Wealth Management's Gold.com Inc position peaked at $28K in Q1 2016.
  • 31 funds tracked by Wall St. Rank held Gold.com Inc as of Q2 2016.

Based on Geneos Wealth Management's 13F filing for Q2 2016, filed 7 Sep 2021.