Geneos Wealth Management Inc. World Gold Trust Transaction History

Geneos Wealth Management Inc.

  • $2.6 Billion
  • Q3 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 $15,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares
303
Previous 303 -0.0%
Holding current value
$15,707
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$39.49 - $44.05 $1,777 - $1,982
45 Added 17.44%
303 $13,000
Q1 2023

Apr 25, 2023
SELL
$35.95 - $39.66 $15,818 - $17,450
-440 Reduced 63.04%
258 $10,000
Q4 2022

Jan 30, 2023
SELL
$32.3 - $36.19 $1,970 - $2,207
-61 Reduced 8.04%
698 $25,000
Q3 2022

Nov 14, 2022
SELL
$32.24 - $35.87 $6,254 - $6,958
-194 Reduced 20.36%
759 $25,000
Q2 2022

Jul 22, 2022
SELL
$35.88 - $39.31 $12,880 - $14,112
-359 Reduced 27.36%
953 $34,000
Q1 2022

May 16, 2022
BUY
$35.54 - $40.77 $46,628 - $53,490
1,312 New
1,312 $50,000

Others Institutions Holding GLDM

# of Institutions
484
Shares Held
122M
Call Options Held
0
Put Options Held
0
View Full List

About World Gold Trust

GLDM Quotes by TradingView
  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.61B
More about GLDM
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