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Geneos Wealth Management’s America Movil AMX Stock Holding History

Geneos Wealth Management’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.6K Hold
3,005
– – ﹤0.01% 1263
2025
Q4 		$62.1K Hold
3,005
– – ﹤0.01% 1309
2025
Q3 		$63.1K Hold
3,005
– – ﹤0.01% 1288
2025
Q2 		$53.9K Buy
+3,005
New +$49.9K ﹤0.01% 1530
2022
Q3 		– Sell
-318
Closed -$6K – 2021
2022
Q2 		$6K Sell
318
-105
-25% -$2.16K ﹤0.01% 2113
2022
Q1 		$8K Sell
423
-4,833
-92% -$93.3K ﹤0.01% 2154
2021
Q4 		$110K Buy
5,256
+24
+0.5% +$441 ﹤0.01% 1124
2021
Q3 		$92K Buy
5,232
+27
+0.5% +$466 ﹤0.01% 1209
2021
Q2 		$77K Sell
5,205
-1,104
-17% -$16.4K ﹤0.01% 1270
2021
Q1 		$87K Hold
6,309
– – ﹤0.01% 1362
2020
Q4 		$77K Sell
6,309
-565
-8% -$7.67K ﹤0.01% 1250
2020
Q3 		$83K Buy
6,874
+28
+0.4% +$355 ﹤0.01% 1025
2020
Q2 		$86K Sell
6,846
-2,196
-24% -$27.4K ﹤0.01% 982
2020
Q1 		$110K Hold
9,042
– – 0.01% 804
2019
Q4 		$147K Buy
9,042
+24
+0.3% +$375 0.01% 807
2019
Q3 		$132K Buy
9,018
+27
+0.3% +$387 0.01% 799
2019
Q2 		$130K Hold
8,991
– – 0.01% 816
2019
Q1 		$128K Hold
8,991
– – 0.01% 775
2018
Q4 		$127K Buy
8,991
+4
+0% +$57 0.01% 754
2018
Q3 		$144K Buy
8,987
+2
+0% +$34 0.01% 758
2018
Q2 		$149K Hold
8,985
– – 0.01% 652
2018
Q1 		$171K Sell
8,985
-2,244
-20% -$41.5K 0.01% 578
2017
Q4 		$192K Buy
11,229
+3
+0% +$52 0.02% 546
2017
Q3 		$199K Buy
11,226
+2
+0% +$36 0.02% 511
2017
Q2 		$178K Sell
11,224
-340
-3% -$5.27K 0.02% 526
2017
Q1 		$163K Buy
11,564
+1,800
+18% +$23.5K 0.02% 529
2016
Q4 		$122K Buy
9,764
+6
+0.1% +$73 0.02% 562
2016
Q3 		$111K Buy
9,758
+7
+0.1% +$83 0.01% 574
2016
Q2 		$121K Hold
9,751
– – 0.02% 546
2016
Q1 		$152K Buy
+9,751
New +$135K 0.02% 486

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's AMX Position: Q1 2026 in Review

Geneos Wealth Management held its America Movil (AMX) position steady in Q1 2026 at 3,005 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Geneos Wealth Management first reported a position in AMX in Q1 2016 and has held it in 30 quarters since. The position peaked at $199K in Q3 2017. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Geneos Wealth Management held 3,005 shares of America Movil worth $76.6K as of Q1 2026.
  • Geneos Wealth Management left its America Movil share count unchanged in Q1 2026.
  • America Movil made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1263 holding.
  • Geneos Wealth Management first reported a position in America Movil in Q1 2016 and has held it in 30 quarters since.
  • Geneos Wealth Management's America Movil position peaked at $199K in Q3 2017.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.