Geneos Wealth Management Inc. Abrdn Gold ETF Trust Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,712 shares of SGOL stock, worth $105,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,712
Previous 2,712 -0.0%
Holding current value
$105,632
Previous $85,000 16.47%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$25.14 - $29.82 $3,092 - $3,667
-123 Reduced 4.34%
2,712 $80,000
Q4 2024

Jan 21, 2025
BUY
$24.46 - $26.62 $3,008 - $3,274
123 Added 4.54%
2,835 $70,000
Q3 2023

Oct 11, 2023
BUY
$17.69 - $18.94 $47,975 - $51,365
2,712 New
2,712 $47,000
Q1 2022

May 16, 2022
SELL
$17.16 - $19.69 $24,916 - $28,589
-1,452 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$16.83 - $17.91 $26,406 - $28,100
-1,569 Reduced 51.94%
1,452 $25,000
Q1 2021

Jun 17, 2021
SELL
$16.15 - $18.73 $27,454 - $31,841
-1,700 Reduced 36.01%
3,021 $51,000
Q4 2020

May 19, 2021
BUY
$17.08 - $18.76 $26,798 - $29,434
1,569 Added 49.78%
4,721 $78,000
Q2 2020

Sep 07, 2021
BUY
$15.31 - $17.14 $22,230 - $24,887
1,452 Added 85.41%
3,152 $53,000
Q4 2019

Sep 07, 2021
BUY
$14.01 - $14.62 $21,435 - $22,368
1,530 Added 900.0%
1,700 $24,000
Q2 2019

Sep 07, 2021
SELL
$12.25 - $13.71 $220 - $246
-18 Reduced 9.57%
170 $23,000
Q4 2018

Sep 07, 2021
BUY
$11.48 - $12.37 $2,158 - $2,325
188 New
188 $23,000

Others Institutions Holding SGOL

# of Institutions
452
Shares Held
62.8M
Call Options Held
273K
Put Options Held
27.2K
View Full List

About abrdn Gold ETF Trust

SGOL Quotes by TradingView
  • Ticker SGOL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 145,000,000
  • Market Cap $5.65B
More about SGOL
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