Geneos Wealth Management Inc. World Gold Trust Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

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 1,311 shares of GLDM stock, worth $106,059. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,311

Previous 7,986 83.58%

Holding current value

$106,059

Previous $523,000 80.88%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$64.73 - $76.45 $432,072 - $510,303	-6,675 Reduced 83.58%	1,311 $100,000
Q2 2025 Aug 18, 2025	BUY	$58.96 - $67.97 $452,989 - $522,213	7,683 Added 2535.64%	7,986 $523,000
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

815

Shares Held

167M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $11.9B

More about GLDM

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Geneos Wealth Management Inc. World Gold Trust Transaction History