Geneos Wealth Management’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.2K	Buy	+200	New	+$19.3K	﹤0.01%	1823
2025 Q1	–	Sell	-350	Closed	-$11.6K	–	3158
2024 Q4	$11.6K	Hold	350	–	–	﹤0.01%	1989
2024 Q3	$12.9K	Sell	350 -1,200	-77%	-$41K	﹤0.01%	1728
2024 Q2	$47.8K	Hold	1,550	–	–	﹤0.01%	1087
2024 Q1	$48.7K	Hold	1,550	–	–	﹤0.01%	1073
2023 Q4	$45.6K	Hold	1,550	–	–	﹤0.01%	1097
2023 Q3	$39.7K	Hold	1,550	–	–	﹤0.01%	1141
2023 Q2	$43.4K	Hold	1,550	–	–	﹤0.01%	1114
2023 Q1	$51.9K	Hold	1,550	–	–	﹤0.01%	1069
2022 Q4	$44.8K	Buy	1,550 +350	+29%	+$9.37K	﹤0.01%	1095
2022 Q3	$29K	Buy	1,200 +250	+26%	+$6.62K	﹤0.01%	1209
2022 Q2	$27K	Buy	+950	New	+$35.3K	﹤0.01%	1553

Other funds holding SGDJ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's SGDJ Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in Sprott Junior Gold Miners ETF (SGDJ) in Q1 2026: 200 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1823 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in SGDJ as recently as Q4 2024.

Geneos Wealth Management first reported a position in SGDJ in Q2 2022 and has held it in 12 quarters since. The position peaked at $51.9K in Q1 2023. 62 funds tracked by Wall St. Rank hold SGDJ as of Q1 2026.

Geneos Wealth Management held 200 shares of Sprott Junior Gold Miners ETF worth $17.2K as of Q1 2026.
Sprott Junior Gold Miners ETF was a new Geneos Wealth Management position in Q1 2026.
Sprott Junior Gold Miners ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1823 holding.
Geneos Wealth Management first reported a position in Sprott Junior Gold Miners ETF in Q2 2022 and has held it in 12 quarters since.
Geneos Wealth Management's Sprott Junior Gold Miners ETF position peaked at $51.9K in Q1 2023.
62 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.