Geneos Wealth Management’s Goldgroup Mining GORO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,200	Closed	-$2K	–	2248
2022 Q2	$2K	Hold	1,200	–	–	﹤0.01%	2387
2022 Q1	$2K	Hold	1,200	–	–	﹤0.01%	2543
2021 Q4	$1K	Hold	1,200	–	–	﹤0.01%	2673
2021 Q3	$1K	Hold	1,200	–	–	﹤0.01%	2742
2021 Q2	$3K	Hold	1,200	–	–	﹤0.01%	2573
2021 Q1	$3K	Hold	1,200	–	–	﹤0.01%	2797
2020 Q4	$3K	Hold	1,200	–	–	﹤0.01%	2617
2020 Q3	$3K	Hold	1,200	–	–	﹤0.01%	2311
2020 Q2	$4K	Hold	1,200	–	–	﹤0.01%	2208
2020 Q1	$3K	Hold	1,200	–	–	﹤0.01%	2168
2019 Q4	$6K	Hold	1,200	–	–	﹤0.01%	2137
2019 Q3	$4K	Hold	1,200	–	–	﹤0.01%	2146
2019 Q2	$4K	Hold	1,200	–	–	﹤0.01%	2158
2019 Q1	$4K	Hold	1,200	–	–	﹤0.01%	2090
2018 Q4	$4K	Hold	1,200	–	–	﹤0.01%	2039
2018 Q3	$6K	Sell	1,200 -500	-29%	-$2.89K	﹤0.01%	2011
2018 Q2	$11K	Hold	1,700	–	–	﹤0.01%	1681
2018 Q1	$7K	Hold	1,700	–	–	﹤0.01%	1760
2017 Q4	$7K	Hold	1,700	–	–	﹤0.01%	1735
2017 Q3	$6K	Hold	1,700	–	–	﹤0.01%	1714
2017 Q2	$6K	Hold	1,700	–	–	﹤0.01%	1675
2017 Q1	$7K	Hold	1,700	–	–	﹤0.01%	1595
2016 Q4	$7K	Hold	1,700	–	–	﹤0.01%	1533
2016 Q3	$12K	Hold	1,700	–	–	﹤0.01%	1304
2016 Q2	$6K	Hold	1,700	–	–	﹤0.01%	1458
2016 Q1	$4K	Buy	+1,700	New	+$3.05K	﹤0.01%	1546

Other funds holding GORO

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Geneos Wealth Management's GORO Position: Q3 2022 in Review

Geneos Wealth Management sold out of Goldgroup Mining (GORO) in Q3 2022, closing a stake of 1,200 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in GORO in Q1 2016 and held it in 26 quarters. The position peaked at $12K in Q3 2016. 76 funds tracked by Wall St. Rank hold GORO as of Q3 2022.

Geneos Wealth Management reported no remaining Goldgroup Mining position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,200 Goldgroup Mining shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in Goldgroup Mining in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Goldgroup Mining position peaked at $12K in Q3 2016.
76 funds tracked by Wall St. Rank held Goldgroup Mining as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.