Geneos Wealth Management’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $58.3K | Hold |
292
| – | – | ﹤0.01% | 1404 |
|
|
2026
Q1 | $74.3K | Hold |
292
| – | – | ﹤0.01% | 1279 |
|
|
2025
Q4 | $64.9K | Buy |
292
+62
| +27% | +$12.3K | ﹤0.01% | 1298 |
|
|
2025
Q3 | $46.1K | Sell |
230
-481
| -68% | -$83.2K | ﹤0.01% | 1419 |
|
|
2025
Q2 | $126K | Buy |
711
+174
| +32% | +$30.8K | ﹤0.01% | 1156 |
|
|
2025
Q1 | $87.8K | Buy |
537
+391
| +268% | +$57.4K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $19.3K | Buy |
146
+67
| +85% | +$9.67K | ﹤0.01% | 1742 |
|
|
2024
Q3 | $11.1K | Buy |
79
+24
| +44% | +$3.28K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $6.88K | Hold |
55
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q1 | $6.7K | Hold |
55
| – | – | ﹤0.01% | 1649 |
|
|
2023
Q4 | $6.65K | Hold |
55
| – | – | ﹤0.01% | 1654 |
|
|
2023
Q3 | $5.85K | Hold |
55
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q2 | $6.31K | Hold |
55
| – | – | ﹤0.01% | 1683 |
|
|
2023
Q1 | $7.13K | Sell |
55
-200
| -78% | -$24.6K | ﹤0.01% | 1637 |
|
|
2022
Q4 | $28.7K | Hold |
255
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q3 | $23K | Sell |
255
-315
| -55% | -$31.2K | ﹤0.01% | 1276 |
|
|
2022
Q2 | $62K | Hold |
570
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q1 | $80K | Hold |
570
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q4 | $59K | Hold |
570
| – | – | ﹤0.01% | 1403 |
|
|
2021
Q3 | $54K | Hold |
570
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q2 | $66K | Sell |
570
-235
| -29% | -$27.7K | ﹤0.01% | 1350 |
|
|
2021
Q1 | $90K | Buy |
805
+35
| +5% | +$3.73K | ﹤0.01% | 1350 |
|
|
2020
Q4 | $60K | Buy |
770
+135
| +21% | +$15.6K | ﹤0.01% | 1369 |
|
|
2020
Q3 | $74K | Buy |
635
+10
| +2% | +$1.31K | ﹤0.01% | 1068 |
|
|
2020
Q2 | $73K | Sell |
625
-215
| -26% | -$26K | ﹤0.01% | 1055 |
|
|
2020
Q1 | $76K | Sell |
840
-185
| -18% | -$19.1K | 0.01% | 947 |
|
|
2019
Q4 | $124K | Hold |
1,025
| – | – | 0.01% | 871 |
|
|
2019
Q3 | $128K | Buy |
1,025
+330
| +47% | +$40.2K | 0.01% | 810 |
|
|
2019
Q2 | $71K | Sell |
695
-65
| -9% | -$5.86K | ﹤0.01% | 1035 |
|
|
2019
Q1 | $69K | Hold |
760
| – | – | ﹤0.01% | 999 |
|
|
2018
Q4 | $63K | Buy |
760
+35
| +5% | +$2.69K | ﹤0.01% | 999 |
|
|
2018
Q3 | $55K | Buy |
725
+100
| +16% | +$8.23K | ﹤0.01% | 1131 |
|
|
2018
Q2 | $58K | Hold |
625
| – | – | ﹤0.01% | 977 |
|
|
2018
Q1 | $53K | Hold |
625
| – | – | ﹤0.01% | 972 |
|
|
2017
Q4 | $51K | Sell |
625
-100
| -14% | -$8.57K | ﹤0.01% | 992 |
|
|
2017
Q3 | $62K | Hold |
725
| – | – | 0.01% | 868 |
|
|
2017
Q2 | $56K | Hold |
725
| – | – | 0.01% | 880 |
|
|
2017
Q1 | $50K | Buy |
725
+290
| +67% | +$19.7K | 0.01% | 886 |
|
|
2016
Q4 | $27K | Hold |
435
| – | – | ﹤0.01% | 1067 |
|
|
2016
Q3 | $33K | Sell |
435
-12
| -3% | -$964 | ﹤0.01% | 953 |
|
|
2016
Q2 | $33K | Hold |
447
| – | – | ﹤0.01% | 951 |
|
|
2016
Q1 | $23K | Buy |
+447
| New | +$18.2K | ﹤0.01% | 1049 |
|
Other funds holding RGLD
Geneos Wealth Management's RGLD Position: Q2 2026 in Review
Geneos Wealth Management held its Royal Gold (RGLD) position steady in Q2 2026 at 292 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.
Geneos Wealth Management first reported a position in RGLD in Q1 2016 and has held it in 42 quarters since. The position peaked at $128K in Q3 2019. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.
- Geneos Wealth Management held 292 shares of Royal Gold worth $58.3K as of Q2 2026.
- Geneos Wealth Management left its Royal Gold share count unchanged in Q2 2026.
- Royal Gold made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1404 holding.
- Geneos Wealth Management first reported a position in Royal Gold in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Royal Gold position peaked at $128K in Q3 2019.
- 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.