GWM
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Geneos Wealth Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Geneos Wealth Management’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,205
Closed -$40K – 2944
2024
Q3 		$40K Buy
+4,205
New +$39.3K ﹤0.01% 1278

Other funds holding PLTM

PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Geneos Wealth Management's PLTM Position: Q4 2024 in Review

Geneos Wealth Management sold out of GraniteShares Platinum Shares (PLTM) in Q4 2024, closing a stake of 4,205 shares — an estimated $40K sold.

Geneos Wealth Management first reported a position in PLTM in Q3 2024 and held it in 1 quarter. The position peaked at $40K in Q3 2024. 19 funds tracked by Wall St. Rank hold PLTM as of Q4 2024.

  • Geneos Wealth Management reported no remaining GraniteShares Platinum Shares position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 4,205 GraniteShares Platinum Shares shares in Q4 2024, an estimated $40K.
  • Geneos Wealth Management first reported a position in GraniteShares Platinum Shares in Q3 2024 and held it in 1 quarter.
  • Geneos Wealth Management's GraniteShares Platinum Shares position peaked at $40K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.