Geneos Wealth Management Inc. World Gold Trust Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in World Gold Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 303 shares of GLDM stock, worth $17,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
303
Previous 303
-0.0%
Holding current value
$17,892
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding GLDM
# of Institutions
553Shares Held
123MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.13MShares$768 Million0.47% of portfolio
-
Morgan Stanley New York, NY7.01MShares$414 Million0.03% of portfolio
-
Evoke Wealth, LLC6.6MShares$390 Million9.56% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$346 Million7.19% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA5.74MShares$339 Million8.16% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $8.67B