GWM
USAS

Geneos Wealth Management’s Americas Gold and Silver USAS Stock Holding History

Geneos Wealth Management’s Portfolio USAS Stock Details USAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-607
Closed -$3K – 2692
2020
Q2 		$3K Hold
607
– – ﹤0.01% 2307
2020
Q1 		$2K Hold
607
– – ﹤0.01% 2302
2019
Q4 		$4K Hold
607
– – ﹤0.01% 2263
2019
Q3 		$4K Buy
+607
New +$4.49K ﹤0.01% 2182

Other funds holding USAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Geneos Wealth Management's USAS Position: Q3 2020 in Review

Geneos Wealth Management sold out of Americas Gold and Silver (USAS) in Q3 2020, closing a stake of 607 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in USAS in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 47 funds tracked by Wall St. Rank hold USAS as of Q3 2020.

  • Geneos Wealth Management reported no remaining Americas Gold and Silver position as of Q3 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 607 Americas Gold and Silver shares in Q3 2020, an estimated $3K.
  • Geneos Wealth Management first reported a position in Americas Gold and Silver in Q3 2019 and held it in 4 quarters.
  • Geneos Wealth Management's Americas Gold and Silver position peaked at $4K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held Americas Gold and Silver as of Q3 2020.

Based on Geneos Wealth Management's 13F filing for Q3 2020, filed 7 Sep 2021.