Geneos Wealth Management’s McEwen Inc MUX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$1K	–	2368
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	2519
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	2557
2021 Q4	$2K	Hold	300	–	–	﹤0.01%	2592
2021 Q3	$3K	Buy	+300	New	+$3.44K	﹤0.01%	2580
2021 Q2	–	Sell	-620	Closed	-$7K	–	3020
2021 Q1	$7K	Sell	620 -10	-2%	-$110	﹤0.01%	2538
2020 Q4	$4K	Buy	630 +220	+54%	+$2.25K	﹤0.01%	2547
2020 Q3	$4K	Hold	410	–	–	﹤0.01%	2264
2020 Q2	$3K	Hold	410	–	–	﹤0.01%	2286
2020 Q1	$2K	Hold	410	–	–	﹤0.01%	2271
2019 Q4	$5K	Hold	410	–	–	﹤0.01%	2193
2019 Q3	$6K	Hold	410	–	–	﹤0.01%	2063
2019 Q2	$7K	Hold	410	–	–	﹤0.01%	2021
2019 Q1	$6K	Hold	410	–	–	﹤0.01%	1997
2018 Q4	$7K	Hold	410	–	–	﹤0.01%	1888
2018 Q3	$7K	Hold	410	–	–	﹤0.01%	1974
2018 Q2	$8K	Hold	410	–	–	﹤0.01%	1791
2018 Q1	$8K	Hold	410	–	–	﹤0.01%	1726
2017 Q4	$9K	Hold	410	–	–	﹤0.01%	1675
2017 Q3	$7K	Buy	+410	New	+$10K	﹤0.01%	1684

Other funds holding MUX

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

EMG

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Geneos Wealth Management sold out of McEwen Inc (MUX) in Q3 2022, closing a stake of 300 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in MUX in Q3 2017 and held it in 19 quarters. The position peaked at $9K in Q4 2017. 69 funds tracked by Wall St. Rank hold MUX as of Q3 2022.

Geneos Wealth Management reported no remaining McEwen Inc position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 300 McEwen Inc shares in Q3 2022, an estimated $1K.
Geneos Wealth Management first reported a position in McEwen Inc in Q3 2017 and held it in 19 quarters.
Geneos Wealth Management's McEwen Inc position peaked at $9K in Q4 2017.
69 funds tracked by Wall St. Rank held McEwen Inc as of Q3 2022.

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