Geneos Wealth Management Inc.
Position in WPM — Wheaton Precious Metals Corp.
CIK 1764754
ENGLEWOOD, CO
Position in WPM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,496,658
+$171,150 QoQ
Shares Held
11,424
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Geneos Wealth Management Inc. holds $4,585,510 across 20 Gold names. WPM ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
11,424 | $1,496,658 | |
| 2 | SA |
Seabridge Gold Inc
|
39,585 | $1,121,838 | |
| 3 | FNV |
FRANCO NEVADA Corp
|
4,221 | $1,042,798 | |
| 4 | PAAS |
Pan American Silver Corp
|
7,483 | $408,796 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
1,215 | $131,523 | |
| 6 | RGLD |
Royal Gold Inc
|
292 | $74,311 | |
| 7 | GROY |
Gold Royalty Corp.
|
16,800 | $60,144 | |
| 8 | AEM |
Agnico Eagle Mines Ltd
|
230 | $46,685 |
All Filings in WPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,496,658 | 11,424 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,325,508 | 11,279 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,275,423 | 11,404 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,024,797 | 11,412 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $872,871 | 11,244 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $893,597 | 15,889 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $961,338 | 15,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $822,417 | 15,689 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $739,422 | 15,689 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $774,638 | 15,700 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $757,474 | 18,680 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $800,823 | 18,529 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $887,540 | 18,429 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $696,757 | 17,829 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $555,265 | 17,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $895,417 | 24,852 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,184,313 | 24,891 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $965,925 | 22,500 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $893,389 | 23,773 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,045,120 | 23,715 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $924,567 | 24,197 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $989,029 | 23,695 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $739,239 | 15,065 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $621,325 | 14,105 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $320,504 | 11,642 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||