Geneos Wealth Management’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
2,660
-769
| -22% | -$44.8K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $256K | Buy |
3,429
+857
| +33% | +$63.9K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $95.7K | Buy |
2,572
+124
| +5% | +$4.62K | ﹤0.01% | 1086 |
|
|
2024
Q3 | $131K | Sell |
2,448
-441
| -15% | -$23.6K | 0.01% | 882 |
|
|
2024
Q2 | $121K | Buy |
2,889
+632
| +28% | +$26.5K | 0.01% | 819 |
|
|
2024
Q1 | $80.9K | Sell |
2,257
-552
| -20% | -$19.8K | ﹤0.01% | 913 |
|
|
2023
Q4 | $116K | Sell |
2,809
-766
| -21% | -$31.7K | 0.01% | 797 |
|
|
2023
Q3 | $132K | Sell |
3,575
-3,545
| -50% | -$131K | 0.01% | 791 |
|
|
2023
Q2 | $304K | Buy |
7,120
+4,159
| +140% | +$177K | 0.02% | 588 |
|
|
2023
Q1 | $145K | Sell |
2,961
-196
| -6% | -$9.61K | 0.01% | 738 |
|
|
2022
Q4 | $149K | Buy |
3,157
+238
| +8% | +$11.2K | 0.01% | 720 |
|
|
2022
Q3 | $122K | Sell |
2,919
-512
| -15% | -$21.4K | 0.01% | 747 |
|
|
2022
Q2 | $209K | Sell |
3,431
-176
| -5% | -$10.7K | 0.01% | 732 |
|
|
2022
Q1 | $286K | Sell |
3,607
-9,811
| -73% | -$778K | 0.01% | 685 |
|
|
2021
Q4 | $832K | Sell |
13,418
-120
| -0.9% | -$7.44K | 0.03% | 449 |
|
|
2021
Q3 | $725K | Sell |
13,538
-77
| -0.6% | -$4.12K | 0.03% | 475 |
|
|
2021
Q2 | $862K | Sell |
13,615
-493
| -3% | -$31.2K | 0.03% | 406 |
|
|
2021
Q1 | $880K | Buy |
14,108
+10
| +0.1% | +$624 | 0.02% | 457 |
|
|
2020
Q4 | $860K | Sell |
14,098
-1,380
| -9% | -$84.2K | 0.03% | 393 |
|
|
2020
Q3 | $950K | Buy |
15,478
+10,672
| +222% | +$655K | 0.05% | 298 |
|
|
2020
Q2 | $285K | Buy |
4,806
+662
| +16% | +$39.3K | 0.02% | 559 |
|
|
2020
Q1 | $192K | Sell |
4,144
-249
| -6% | -$11.5K | 0.01% | 626 |
|
|
2019
Q4 | $187K | Buy |
4,393
+65
| +2% | +$2.77K | 0.01% | 716 |
|
|
2019
Q3 | $166K | Sell |
4,328
-165
| -4% | -$6.33K | 0.01% | 715 |
|
|
2019
Q2 | $172K | Buy |
4,493
+252
| +6% | +$9.65K | 0.01% | 720 |
|
|
2019
Q1 | $151K | Sell |
4,241
-334
| -7% | -$11.9K | 0.01% | 736 |
|
|
2018
Q4 | $157K | Sell |
4,575
-200
| -4% | -$6.86K | 0.01% | 677 |
|
|
2018
Q3 | $144K | Buy |
4,775
+878
| +23% | +$26.5K | 0.01% | 761 |
|
|
2018
Q2 | $146K | Sell |
3,897
-274
| -7% | -$10.3K | 0.01% | 661 |
|
|
2018
Q1 | $162K | Buy |
4,171
+500
| +14% | +$19.4K | 0.01% | 594 |
|
|
2017
Q4 | $137K | Buy |
3,671
+1
| +0% | +$37 | 0.01% | 648 |
|
|
2017
Q3 | $137K | Sell |
3,670
-1
| -0% | -$37 | 0.01% | 617 |
|
|
2017
Q2 | $118K | Sell |
3,671
-50
| -1% | -$1.61K | 0.01% | 633 |
|
|
2017
Q1 | $122K | Buy |
3,721
+606
| +19% | +$19.9K | 0.01% | 605 |
|
|
2016
Q4 | $106K | Hold |
3,115
| – | – | 0.01% | 601 |
|
|
2016
Q3 | $122K | Sell |
3,115
-534
| -15% | -$20.9K | 0.02% | 552 |
|
|
2016
Q2 | $147K | Sell |
3,649
-2,115
| -37% | -$85.2K | 0.02% | 507 |
|
|
2016
Q1 | $153K | Buy |
+5,764
| New | +$153K | 0.02% | 485 |
|