GWM
UROY

Geneos Wealth Management’s Uranium Royalty Corp UROY Stock Holding History

Geneos Wealth Management’s Portfolio UROY Stock Details UROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,797
Closed -$43.4K – 3170
2024
Q4 		$43.4K Buy
+19,797
New +$50.9K ﹤0.01% 1372
2022
Q3 		– Sell
-4,500
Closed -$10K – 2572
2022
Q2 		$10K Hold
4,500
– – ﹤0.01% 1964
2022
Q1 		$17K Buy
+4,500
New +$17.1K ﹤0.01% 1888

Other funds holding UROY

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $161M AUM 51.06% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's UROY Position: Q1 2025 in Review

Geneos Wealth Management sold out of Uranium Royalty Corp (UROY) in Q1 2025, closing a stake of 19,797 shares — an estimated $43.4K sold.

Geneos Wealth Management first reported a position in UROY in Q1 2022 and held it in 3 quarters. The position peaked at $43.4K in Q4 2024. 68 funds tracked by Wall St. Rank hold UROY as of Q1 2025.

  • Geneos Wealth Management reported no remaining Uranium Royalty Corp position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 19,797 Uranium Royalty Corp shares in Q1 2025, an estimated $43.4K.
  • Geneos Wealth Management first reported a position in Uranium Royalty Corp in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Uranium Royalty Corp position peaked at $43.4K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.