Geneos Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
|
|||||
|
2025
Q2 | $203K | Sell |
|
|||||
|
2025
Q1 | $385K | Buy |
|
|||||
|
2024
Q4 | $161K | Hold |
|
|||||
|
2024
Q3 | $162K | Hold |
|
|||||
|
2024
Q2 | $143K | Buy |
|
|||||
|
2024
Q1 | $37.8K | Hold |
|
|||||
|
2023
Q4 | $35.1K | Hold |
|
|||||
|
2023
Q3 | $31.5K | Hold |
|
|||||
|
2023
Q2 | $32.7K | Sell |
|
|||||
|
2023
Q1 | $33.8K | Hold |
|
|||||
|
2022
Q4 | $31.3K | Hold |
|
|||||
|
2022
Q3 | $28K | Sell |
|
|||||
|
2022
Q2 | $55K | Hold |
|
|||||
|
2022
Q1 | $59K | Hold |
|
|||||
|
2021
Q4 | $56K | Hold |
|
|||||
|
2021
Q3 | $54K | Sell |
|
|||||
|
2021
Q2 | $63K | Buy |
|
|||||
|
2021
Q1 | $39K | Hold |
|
|||||
|
2020
Q4 | $38K | Buy |
|
|||||
|
2020
Q3 | $18K | Sell |
|
|||||
|
2020
Q2 | $28K | Hold |
|
|||||
|
2020
Q1 | $26K | Buy |
|
|||||
|
2019
Q4 | $14K | Hold |
|
|||||
|
2019
Q3 | $14K | Sell |
|
|||||
|
2019
Q2 | $20K | Hold |
|
|||||
|
2019
Q1 | $18K | Buy |
|
|||||
|
2018
Q4 | $11K | Hold |
|
|||||
|
2018
Q3 | $11K | Buy |
|
|||||
|
2018
Q2 | $6K | Sell |
|
|||||
|
2018
Q1 | $39K | Sell |
|
|||||
|
2017
Q4 | $44K | Hold |
|
|||||
|
2017
Q3 | $43K | Hold |
|
|||||
|
2017
Q2 | $42K | Hold |
|
|||||
|
2017
Q1 | $42K | Buy |
|
|||||
|
2016
Q4 | $34K | Buy |
|
|||||
|
2016
Q3 | $32K | Hold |
|
|||||
|
2016
Q2 | $33K | Hold |
|
|||||
|
2016
Q1 | $30K | Buy |
|