Geneos Wealth Management’s Royal Gold RGLD Stock Holding History

Geneos Wealth Management’s Portfolio RGLD Stock Details RGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$126K	Sell	711 -387	-35%	-$68.8K	﹤0.01%	1156
2025 Q1	$180K	Buy	1,098 +952	+652%	+$156K	﹤0.01%	1279
2024 Q4	$19.3K	Buy	146 +67	+85%	+$8.83K	﹤0.01%	1742
2024 Q3	$11.1K	Buy	79 +24	+44%	+$3.37K	﹤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%	-$25.9K	﹤0.01%	1637
2022 Q4	$28.7K	Hold	255	–	–	﹤0.01%	1234
2022 Q3	$23K	Sell	255 -315	-55%	-$28.4K	﹤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%	-$27.2K	﹤0.01%	1350
2021 Q1	$90K	Buy	805 +35	+5%	+$3.91K	﹤0.01%	1350
2020 Q4	$60K	Buy	770 +135	+21%	+$10.5K	﹤0.01%	1369
2020 Q3	$74K	Buy	635 +10	+2%	+$1.17K	﹤0.01%	1068
2020 Q2	$73K	Sell	625 -215	-26%	-$25.1K	﹤0.01%	1055
2020 Q1	$76K	Sell	840 -185	-18%	-$16.7K	0.01%	947
2019 Q4	$124K	Hold	1,025	–	–	0.01%	871
2019 Q3	$128K	Buy	1,025 +330	+47%	+$41.2K	0.01%	810
2019 Q2	$71K	Sell	695 -65	-9%	-$6.64K	﹤0.01%	1035
2019 Q1	$69K	Hold	760	–	–	﹤0.01%	999
2018 Q4	$63K	Buy	760 +35	+5%	+$2.9K	﹤0.01%	999
2018 Q3	$55K	Buy	725 +100	+16%	+$7.59K	﹤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%	-$8.16K	﹤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%	+$20K	0.01%	886
2016 Q4	$27K	Hold	435	–	–	﹤0.01%	1067
2016 Q3	$33K	Sell	435 -12	-3%	-$910	﹤0.01%	953
2016 Q2	$33K	Hold	447	–	–	﹤0.01%	951
2016 Q1	$23K	Buy	+447	New	+$23K	﹤0.01%	1049