Geneos Wealth Management’s Sprott SII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.1K | Hold |
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|
2025
Q2 | $24.2K | Sell |
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|
2025
Q1 | $31.4K | Buy |
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|
2024
Q4 | $14.7K | Hold |
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|
2024
Q3 | $15.2K | Hold |
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|
2024
Q2 | $14.5K | Hold |
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|
2024
Q1 | $12.9K | Sell |
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|
2023
Q4 | $14.6K | Hold |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $13.9K | Sell |
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|
2023
Q1 | $30.3K | Hold |
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|
2022
Q4 | $27.6K | Hold |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $34K | Sell |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Buy |
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