GWM
ALTM

Geneos Wealth Management’s Arcadium Lithium plc ALTM Stock Holding History

Geneos Wealth Management’s Portfolio ALTM Stock Details ALTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,797
Closed -$9.22K – 3181
2024
Q4 		$9.22K Buy
+1,797
New +$9.17K ﹤0.01% 2076

Other funds holding ALTM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

Geneos Wealth Management's ALTM Position: Q1 2025 in Review

Geneos Wealth Management sold out of Arcadium Lithium plc (ALTM) in Q1 2025, closing a stake of 1,797 shares — an estimated $9.22K sold.

Geneos Wealth Management first reported a position in ALTM in Q4 2024 and held it in 1 quarter. The position peaked at $9.22K in Q4 2024. 6 funds tracked by Wall St. Rank hold ALTM as of Q1 2025.

  • Geneos Wealth Management reported no remaining Arcadium Lithium plc position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,797 Arcadium Lithium plc shares in Q1 2025, an estimated $9.22K.
  • Geneos Wealth Management first reported a position in Arcadium Lithium plc in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's Arcadium Lithium plc position peaked at $9.22K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Arcadium Lithium plc as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.