Position in CDE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,361
+$46,591 QoQ
Shares Held
4,005
+300.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#533
of 677 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,975,058 across 17 Gold names. CDE ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
11,554 | $1,297,745 | |
| 2 | FNV |
FRANCO NEVADA Corp
|
4,476 | $932,977 | |
| 3 | PAAS |
Pan American Silver Corp
|
6,722 | $301,078 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
1,232 | $115,068 | |
| 5 | CDE |
Coeur Mining, Inc.
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|
4,005 | $65,361 | |
| 6 | RGLD |
Royal Gold Inc
|
292 | $58,286 | |
| 7 | GROY |
Gold Royalty Corp.
|
16,800 | $46,368 | |
| 8 | AEM |
Agnico Eagle Mines Ltd
|
230 | $35,679 |
All Filings in CDE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,361 | 4,005 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,770 | 1,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,396 | 1,200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,512 | 1,200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,518 | 1,300 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,696 | 1,300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $572 | 100 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $688 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $562 | 100 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $4,924 | 1,620 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,209 | 1,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,164 | 1,620 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,995 | 1,620 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,385 | 1,620 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $26,367 | 2,920 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $30,222 | 2,920 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $11,955 | 1,620 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $6,705 | 1,320 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $9,052 | 2,820 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||