Geneos Wealth Management’s TRX Gold Corp TRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-30,500	Closed	-$15K	–	2909
2021 Q2	$15K	Sell	30,500 -1,500	-5%	-$810	﹤0.01%	2060
2021 Q1	$17K	Buy	32,000 +1,500	+5%	+$1.04K	﹤0.01%	2159
2020 Q4	$18K	Hold	30,500	–	–	﹤0.01%	1976
2020 Q3	$20K	Hold	30,500	–	–	﹤0.01%	1661
2020 Q2	$24K	Hold	30,500	–	–	﹤0.01%	1548
2020 Q1	$15K	Hold	30,500	–	–	﹤0.01%	1635
2019 Q4	$18K	Hold	30,500	–	–	﹤0.01%	1741
2019 Q3	$25K	Hold	30,500	–	–	﹤0.01%	1515
2019 Q2	$26K	Buy	+30,500	New	+$22.8K	﹤0.01%	1514

Other funds holding TRX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

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

Geneos Wealth Management's TRX Position: Q3 2021 in Review

Geneos Wealth Management sold out of TRX Gold Corp (TRX) in Q3 2021, closing a stake of 30,500 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in TRX in Q2 2019 and held it in 9 quarters. The position peaked at $26K in Q2 2019. 37 funds tracked by Wall St. Rank hold TRX as of Q3 2021.

Geneos Wealth Management reported no remaining TRX Gold Corp position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 30,500 TRX Gold Corp shares in Q3 2021, an estimated $15K.
Geneos Wealth Management first reported a position in TRX Gold Corp in Q2 2019 and held it in 9 quarters.
Geneos Wealth Management's TRX Gold Corp position peaked at $26K in Q2 2019.
37 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.