GWM
NFGC

Geneos Wealth Management’s New Found Gold NFGC Stock Holding History

Geneos Wealth Management’s Portfolio NFGC Stock Details NFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,300
Closed -$95K – 2378
2022
Q2 		$95K Hold
21,300
– – ﹤0.01% 1026
2022
Q1 		$129K Buy
+21,300
New +$134K 0.01% 988

Other funds holding NFGC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of New Found Gold (NFGC) in Q3 2022, closing a stake of 21,300 shares — an estimated $95K sold.

Geneos Wealth Management first reported a position in NFGC in Q1 2022 and held it in 2 quarters. The position peaked at $129K in Q1 2022. 33 funds tracked by Wall St. Rank hold NFGC as of Q3 2022.

  • Geneos Wealth Management reported no remaining New Found Gold position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 21,300 New Found Gold shares in Q3 2022, an estimated $95K.
  • Geneos Wealth Management first reported a position in New Found Gold in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's New Found Gold position peaked at $129K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held New Found Gold as of Q3 2022.

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