GWM
SAND

Geneos Wealth Management’s Sandstorm Gold SAND Stock Holding History

Geneos Wealth Management’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$12.5K – 2544
2025
Q3 		$12.5K Hold
1,000
– – ﹤0.01% 1888
2025
Q2 		$9.4K Sell
1,000
-500
-33% -$4.28K ﹤0.01% 2350
2025
Q1 		$11.3K Buy
1,500
+1,000
+200% +$6.25K ﹤0.01% 2525
2024
Q4 		$2.79K Buy
+500
New +$2.9K ﹤0.01% 2510
2024
Q3 		– Sell
-3,000
Closed -$16.3K – 2610
2024
Q2 		$16.3K Hold
3,000
– – ﹤0.01% 1401
2024
Q1 		$15.8K Sell
3,000
-250
-8% -$1.16K ﹤0.01% 1433
2023
Q4 		$16.3K Hold
3,250
– – ﹤0.01% 1423
2023
Q3 		$15.1K Hold
3,250
– – ﹤0.01% 1457
2023
Q2 		$16.6K Hold
3,250
– – ﹤0.01% 1429
2023
Q1 		$18.9K Hold
3,250
– – ﹤0.01% 1368
2022
Q4 		$17.1K Hold
3,250
– – ﹤0.01% 1382
2022
Q3 		$16K Buy
3,250
+1,871
+136% +$10.9K ﹤0.01% 1403
2022
Q2 		$8K Sell
1,379
-3,400
-71% -$24.2K ﹤0.01% 2046
2022
Q1 		$38K Hold
4,779
– – ﹤0.01% 1499
2021
Q4 		$29K Hold
4,779
– – ﹤0.01% 1707
2021
Q3 		$27K Hold
4,779
– – ﹤0.01% 1772
2021
Q2 		$38K Sell
4,779
-4,054
-46% -$32.8K ﹤0.01% 1616
2021
Q1 		$65K Hold
8,833
– – ﹤0.01% 1498
2020
Q4 		$40K Buy
8,833
+5,079
+135% +$39.2K ﹤0.01% 1564
2020
Q3 		$31K Buy
3,754
+400
+12% +$3.7K ﹤0.01% 1456
2020
Q2 		$31K Buy
3,354
+1,125
+50% +$8.83K ﹤0.01% 1433
2020
Q1 		$11K Buy
2,229
+75
+3% +$479 ﹤0.01% 1782
2019
Q4 		$15K Hold
2,154
– – ﹤0.01% 1812
2019
Q3 		$12K Hold
2,154
– – ﹤0.01% 1818
2019
Q2 		$11K Hold
2,154
– – ﹤0.01% 1883
2019
Q1 		$11K Hold
2,154
– – ﹤0.01% 1815
2018
Q4 		$9K Sell
2,154
-4,000
-65% -$16.3K ﹤0.01% 1829
2018
Q3 		$22K Buy
6,154
+5,000
+433% +$20.3K ﹤0.01% 1536
2018
Q2 		$5K Sell
1,154
-800
-41% -$3.69K ﹤0.01% 1931
2018
Q1 		$9K Sell
1,954
-6,000
-75% -$29.3K ﹤0.01% 1691
2017
Q4 		$39K Sell
7,954
-2,000
-20% -$9.07K ﹤0.01% 1117
2017
Q3 		$44K Buy
9,954
+4,000
+67% +$17.5K ﹤0.01% 1010
2017
Q2 		$22K Buy
5,954
+2,600
+78% +$9.87K ﹤0.01% 1237
2017
Q1 		$14K Hold
3,354
– – ﹤0.01% 1376
2016
Q4 		$13K Buy
3,354
+2,000
+148% +$8.38K ﹤0.01% 1355
2016
Q3 		$6K Hold
1,354
– – ﹤0.01% 1522
2016
Q2 		$6K Hold
1,354
– – ﹤0.01% 1476
2016
Q1 		$4K Buy
+1,354
New +$3.73K ﹤0.01% 1559

Other funds holding SAND

QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's SAND Position: Q4 2025 in Review

Geneos Wealth Management sold out of Sandstorm Gold (SAND) in Q4 2025, closing a stake of 1,000 shares — an estimated $12.5K sold.

Geneos Wealth Management first reported a position in SAND in Q1 2016 and held it in 38 quarters. The position peaked at $65K in Q1 2021. 2 funds tracked by Wall St. Rank hold SAND as of Q4 2025.

  • Geneos Wealth Management reported no remaining Sandstorm Gold position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,000 Sandstorm Gold shares in Q4 2025, an estimated $12.5K.
  • Geneos Wealth Management first reported a position in Sandstorm Gold in Q1 2016 and held it in 38 quarters.
  • Geneos Wealth Management's Sandstorm Gold position peaked at $65K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.