Geneos Wealth Management’s Alpha Metallurgical Resources AMR Stock Holding History

Geneos Wealth Management’s Portfolio AMR Stock Details AMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.51K	Hold	9	–	–	﹤0.01%	2990
2026 Q2	$1.48K	Hold	9	–	–	﹤0.01%	2370
2026 Q1	$1.85K	Sell	9 -50	-85%	-$10.1K	﹤0.01%	2329
2025 Q4	$11.8K	Hold	59	–	–	﹤0.01%	1913
2025 Q3	$9.7K	Sell	59 -10	-14%	-$1.39K	﹤0.01%	1972
2025 Q2	$7.76K	Buy	69 +60	+667%	+$7.01K	﹤0.01%	2415
2025 Q1	$1.13K	Hold	9	–	–	﹤0.01%	2909
2024 Q4	$1.8K	Hold	9	–	–	﹤0.01%	2635
2024 Q3	$2.13K	Hold	9	–	–	﹤0.01%	2285
2024 Q2	$2.52K	Hold	9	–	–	﹤0.01%	1849
2024 Q1	$2.98K	Hold	9	–	–	﹤0.01%	1810
2023 Q4	$3.05K	Hold	9	–	–	﹤0.01%	1845
2023 Q3	$2.34K	Hold	9	–	–	﹤0.01%	1914
2023 Q2	$1.48K	Hold	9	–	–	﹤0.01%	1976
2023 Q1	$1.4K	Hold	9	–	–	﹤0.01%	1956
2022 Q4	$1.32K	Hold	9	–	–	﹤0.01%	1932
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	1903
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	2461
2022 Q1	$1K	Buy	+9	New	+$826	﹤0.01%	2608
2019 Q1	–	Sell	-509	Closed	-$33K	–	2401
2018 Q4	$33K	Buy	+509	New	+$34.1K	﹤0.01%	1283

Other funds holding AMR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Geneos Wealth Management's AMR Position: Q3 2026 in Review

Geneos Wealth Management held its Alpha Metallurgical Resources (AMR) position steady in Q3 2026 at 9 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Geneos Wealth Management first reported a position in AMR in Q4 2018 and has held it in 20 quarters since. The position peaked at $33K in Q4 2018. 133 funds tracked by Wall St. Rank hold AMR as of Q3 2026.

Geneos Wealth Management held 9 shares of Alpha Metallurgical Resources worth $1.51K as of Q3 2026.
Geneos Wealth Management left its Alpha Metallurgical Resources share count unchanged in Q3 2026.
Alpha Metallurgical Resources made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2990 holding.
Geneos Wealth Management first reported a position in Alpha Metallurgical Resources in Q4 2018 and has held it in 20 quarters since.
Geneos Wealth Management's Alpha Metallurgical Resources position peaked at $33K in Q4 2018.
133 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.