Geneos Wealth Management’s IAMGOLD IAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,020	Closed	-$3K	–	2277
2022 Q2	$3K	Hold	2,020	–	–	﹤0.01%	2310
2022 Q1	$7K	Hold	2,020	–	–	﹤0.01%	2224
2021 Q4	$6K	Hold	2,020	–	–	﹤0.01%	2349
2021 Q3	$4K	Hold	2,020	–	–	﹤0.01%	2506
2021 Q2	$6K	Hold	2,020	–	–	﹤0.01%	2385
2021 Q1	$6K	Hold	2,020	–	–	﹤0.01%	2594
2020 Q4	$6K	Hold	2,020	–	–	﹤0.01%	2418
2020 Q3	$7K	Hold	2,020	–	–	﹤0.01%	2067
2020 Q2	$7K	Hold	2,020	–	–	﹤0.01%	2041
2020 Q1	$4K	Hold	2,020	–	–	﹤0.01%	2100
2019 Q4	$7K	Hold	2,020	–	–	﹤0.01%	2097
2019 Q3	$7K	Hold	2,020	–	–	﹤0.01%	2001
2019 Q2	$6K	Hold	2,020	–	–	﹤0.01%	2071
2019 Q1	$7K	Hold	2,020	–	–	﹤0.01%	1946
2018 Q4	$7K	Hold	2,020	–	–	﹤0.01%	1883
2018 Q3	$7K	Hold	2,020	–	–	﹤0.01%	1964
2018 Q2	$11K	Sell	2,020 -150	-7%	-$862	﹤0.01%	1683
2018 Q1	$11K	Hold	2,170	–	–	﹤0.01%	1610
2017 Q4	$12K	Sell	2,170 -5,694	-72%	-$32.5K	﹤0.01%	1566
2017 Q3	$47K	Buy	7,864 +5,694	+262%	+$33.1K	﹤0.01%	975
2017 Q2	$11K	Hold	2,170	–	–	﹤0.01%	1499
2017 Q1	$8K	Hold	2,170	–	–	﹤0.01%	1555
2016 Q4	$8K	Hold	2,170	–	–	﹤0.01%	1504
2016 Q3	$8K	Hold	2,170	–	–	﹤0.01%	1441
2016 Q2	$9K	Hold	2,170	–	–	﹤0.01%	1359
2016 Q1	$4K	Buy	+2,170	New	+$4.22K	﹤0.01%	1549

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Geneos Wealth Management sold out of IAMGOLD (IAG) in Q3 2022, closing a stake of 2,020 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in IAG in Q1 2016 and held it in 26 quarters. The position peaked at $47K in Q3 2017. 127 funds tracked by Wall St. Rank hold IAG as of Q3 2022.

Geneos Wealth Management reported no remaining IAMGOLD position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 2,020 IAMGOLD shares in Q3 2022, an estimated $3K.
Geneos Wealth Management first reported a position in IAMGOLD in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's IAMGOLD position peaked at $47K in Q3 2017.
127 funds tracked by Wall St. Rank held IAMGOLD as of Q3 2022.

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