GWM
PLM

Geneos Wealth Management’s PolyMet Mining Corp. PLM Stock Holding History

Geneos Wealth Management’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-383
Closed -$1K – 2741
2022
Q2 		$1K Hold
383
– – ﹤0.01% 2579
2022
Q1 		$1K Buy
+383
New +$1.1K ﹤0.01% 2737
2021
Q4 		– Sell
-393
Closed -$1K – 2945
2021
Q3 		$1K Hold
393
– – ﹤0.01% 2829
2021
Q2 		$1K Hold
393
– – ﹤0.01% 2841
2021
Q1 		$1K Hold
393
– – ﹤0.01% 3113
2020
Q4 		$1K Hold
393
– – ﹤0.01% 2872
2020
Q3 		$1K Buy
+393
New +$1.62K ﹤0.01% 2625

Other funds holding PLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geneos Wealth Management sold out of PolyMet Mining Corp. (PLM) in Q3 2022, closing a stake of 383 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in PLM in Q3 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 66 funds tracked by Wall St. Rank hold PLM as of Q3 2022.

  • Geneos Wealth Management reported no remaining PolyMet Mining Corp. position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 383 PolyMet Mining Corp. shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in PolyMet Mining Corp. in Q3 2020 and held it in 7 quarters.
  • Geneos Wealth Management's PolyMet Mining Corp. position peaked at $1K in Q2 2022.
  • 66 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2022.

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