Position in PPTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,542
-$1,966 QoQ
Shares Held
267
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 252 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in PPTA Over Time
Shares Held
Position Value (USD)
Position in Other Precious Metals & Mining
Basic Materials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $51,790 across 5 Other Precious Metals & Mining names. PPTA ranks #3 (10.7% of the industry book) .
All Filings in PPTA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,542 | 267 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,508 | 267 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,464 | 267 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,401 | 267 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,241 | 267 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,854 | 267 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,848 | 267 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,496 | 267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,388 | 267 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,110 | 267 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $846 | 267 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $870 | 267 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $979 | 267 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||