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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Genius Sports GENI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
47,803
-14,569
-23% -$75.4K 0.08% 147
2026
Q1 		$276K Buy
62,372
+48,847
+361% +$348K 0.08% 138
2025
Q4 		$149K Buy
+13,525
New +$147K 0.04% 190

Other funds holding GENI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GENI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Genius Sports (GENI) stake by 23% in Q2 2026, selling an estimated $75.4K and leaving 47,803 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #147.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GENI in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold GENI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 47,803 shares of Genius Sports worth $290K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 14,569 Genius Sports shares in Q2 2026, an estimated $75.4K.
  • Genius Sports made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #147 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Genius Sports in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Genius Sports as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.