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 Q2	$15.1K	Hold	200	–	–	﹤0.01%	1894
2026 Q1	$17.2K	Buy	+200	New	+$19.3K	﹤0.01%	1823
2025 Q1	–	Sell	-350	Closed	-$11.6K	–	3140
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

OPOWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SAM

Stansberry Asset Management Westlake, Texas $1.09B AUM 23.97% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Geneos Wealth Management's SGDJ Position: Q2 2026 in Review

Geneos Wealth Management held its Sprott Junior Gold Miners ETF (SGDJ) position steady in Q2 2026 at 200 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Geneos Wealth Management first reported a position in SGDJ in Q2 2022 and has held it in 13 quarters since. The position peaked at $51.9K in Q1 2023. 55 funds tracked by Wall St. Rank hold SGDJ as of Q2 2026.

Geneos Wealth Management held 200 shares of Sprott Junior Gold Miners ETF worth $15.1K as of Q2 2026.
Geneos Wealth Management left its Sprott Junior Gold Miners ETF share count unchanged in Q2 2026.
Sprott Junior Gold Miners ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1894 holding.
Geneos Wealth Management first reported a position in Sprott Junior Gold Miners ETF in Q2 2022 and has held it in 13 quarters since.
Geneos Wealth Management's Sprott Junior Gold Miners ETF position peaked at $51.9K in Q1 2023.
55 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.