Geneos Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $822K | Hold |
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|
2024
Q1 | $739K | Sell |
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|
2023
Q4 | $775K | Sell |
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|
2023
Q3 | $757K | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $888K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $921K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $965K | Sell |
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|
2021
Q3 | $878K | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $845K | Buy |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $379K | Sell |
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|
2017
Q2 | $415K | Buy |
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