Geneos Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
11,412
-12,656
| -53% | -$1.14M | 0.03% | 528 |
|
|
2025
Q1 | $1.87M | Buy |
24,068
+8,179
| +51% | +$635K | 0.03% | 509 |
|
|
2024
Q4 | $894K | Buy |
15,889
+150
| +1% | +$8.44K | 0.03% | 445 |
|
|
2024
Q3 | $961K | Buy |
15,739
+50
| +0.3% | +$3.05K | 0.04% | 419 |
|
|
2024
Q2 | $822K | Hold |
15,689
| – | – | 0.04% | 394 |
|
|
2024
Q1 | $739K | Sell |
15,689
-11
| -0.1% | -$518 | 0.03% | 407 |
|
|
2023
Q4 | $775K | Sell |
15,700
-2,980
| -16% | -$147K | 0.04% | 371 |
|
|
2023
Q3 | $757K | Buy |
18,680
+151
| +0.8% | +$6.12K | 0.04% | 370 |
|
|
2023
Q2 | $801K | Buy |
18,529
+100
| +0.5% | +$4.32K | 0.04% | 359 |
|
|
2023
Q1 | $888K | Buy |
18,429
+600
| +3% | +$28.9K | 0.05% | 319 |
|
|
2022
Q4 | $697K | Buy |
17,829
+670
| +4% | +$26.2K | 0.04% | 349 |
|
|
2022
Q3 | $555K | Sell |
17,159
-7,693
| -31% | -$249K | 0.04% | 378 |
|
|
2022
Q2 | $921K | Sell |
24,852
-39
| -0.2% | -$1.45K | 0.05% | 339 |
|
|
2022
Q1 | $1.18M | Buy |
24,891
+2,391
| +11% | +$114K | 0.05% | 313 |
|
|
2021
Q4 | $965K | Sell |
22,500
-1,273
| -5% | -$54.6K | 0.04% | 404 |
|
|
2021
Q3 | $878K | Buy |
23,773
+58
| +0.2% | +$2.14K | 0.03% | 415 |
|
|
2021
Q2 | $1.06M | Sell |
23,715
-482
| -2% | -$21.6K | 0.04% | 348 |
|
|
2021
Q1 | $999K | Buy |
24,197
+502
| +2% | +$20.7K | 0.03% | 422 |
|
|
2020
Q4 | $845K | Buy |
23,695
+8,630
| +57% | +$308K | 0.03% | 400 |
|
|
2020
Q3 | $728K | Buy |
15,065
+960
| +7% | +$46.4K | 0.04% | 349 |
|
|
2020
Q2 | $594K | Buy |
14,105
+2,463
| +21% | +$104K | 0.03% | 377 |
|
|
2020
Q1 | $326K | Sell |
11,642
-111
| -0.9% | -$3.11K | 0.02% | 476 |
|
|
2019
Q4 | $346K | Sell |
11,753
-2,498
| -18% | -$73.5K | 0.02% | 529 |
|
|
2019
Q3 | $381K | Buy |
14,251
+4,075
| +40% | +$109K | 0.02% | 469 |
|
|
2019
Q2 | $246K | Sell |
10,176
-2,235
| -18% | -$54K | 0.02% | 597 |
|
|
2019
Q1 | $295K | Sell |
12,411
-100
| -0.8% | -$2.38K | 0.02% | 535 |
|
|
2018
Q4 | $242K | Sell |
12,511
-1,525
| -11% | -$29.5K | 0.02% | 552 |
|
|
2018
Q3 | $245K | Sell |
14,036
-3,044
| -18% | -$53.1K | 0.02% | 573 |
|
|
2018
Q2 | $376K | Sell |
17,080
-1,067
| -6% | -$23.5K | 0.03% | 384 |
|
|
2018
Q1 | $369K | Sell |
18,147
-800
| -4% | -$16.3K | 0.03% | 373 |
|
|
2017
Q4 | $420K | Sell |
18,947
-992
| -5% | -$22K | 0.04% | 351 |
|
|
2017
Q3 | $379K | Sell |
19,939
-981
| -5% | -$18.6K | 0.04% | 356 |
|
|
2017
Q2 | $415K | Buy |
+20,920
| New | +$415K | 0.04% | 326 |
|