Geneos Wealth Management’s Kirkland Lake Gold Ltd Ordinary KL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-460
| Closed | -$19K | – | 3071 |
|
|
2021
Q4 | $19K | Hold |
460
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q3 | $18K | Sell |
460
-200
| -30% | -$8.13K | ﹤0.01% | 1987 |
|
|
2021
Q2 | $25K | Sell |
660
-231
| -26% | -$9.26K | ﹤0.01% | 1809 |
|
|
2021
Q1 | $33K | Buy |
891
+100
| +13% | +$3.71K | ﹤0.01% | 1840 |
|
|
2020
Q4 | $26K | Buy |
791
+130
| +20% | +$5.77K | ﹤0.01% | 1766 |
|
|
2020
Q3 | $32K | Sell |
661
-405
| -38% | -$20.3K | ﹤0.01% | 1445 |
|
|
2020
Q2 | $41K | Sell |
1,066
-349
| -25% | -$13.5K | ﹤0.01% | 1303 |
|
|
2020
Q1 | $44K | Hold |
1,415
| – | – | ﹤0.01% | 1177 |
|
|
2019
Q4 | $61K | Hold |
1,415
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q3 | $64K | Buy |
1,415
+200
| +16% | +$9.13K | ﹤0.01% | 1072 |
|
|
2019
Q2 | $52K | Buy |
1,215
+200
| +20% | +$6.94K | ﹤0.01% | 1167 |
|
|
2019
Q1 | $30K | Buy |
1,015
+915
| +915% | +$29K | ﹤0.01% | 1390 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2258 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2397 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2150 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2153 |
|
|
2017
Q4 | $1K | Sell |
100
-380
| -79% | -$5.23K | ﹤0.01% | 2156 |
|
|
2017
Q3 | $6K | Buy |
+480
| New | +$6.08K | ﹤0.01% | 1736 |
|
Geneos Wealth Management's KL Position: Q1 2022 in Review
Geneos Wealth Management sold out of Kirkland Lake Gold Ltd Ordinary (KL) in Q1 2022, closing a stake of 460 shares — an estimated $19K sold.
Geneos Wealth Management first reported a position in KL in Q3 2017 and held it in 18 quarters. The position peaked at $64K in Q3 2019. 1 fund tracked by Wall St. Rank holds KL as of Q1 2022.
- Geneos Wealth Management reported no remaining Kirkland Lake Gold Ltd Ordinary position as of Q1 2022 after selling out during the quarter.
- Geneos Wealth Management sold 460 Kirkland Lake Gold Ltd Ordinary shares in Q1 2022, an estimated $19K.
- Geneos Wealth Management first reported a position in Kirkland Lake Gold Ltd Ordinary in Q3 2017 and held it in 18 quarters.
- Geneos Wealth Management's Kirkland Lake Gold Ltd Ordinary position peaked at $64K in Q3 2019.
- 1 fund tracked by Wall St. Rank held Kirkland Lake Gold Ltd Ordinary as of Q1 2022.
Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.