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Geneos Wealth Management’s Black Stone Minerals BSM Stock Holding History

Geneos Wealth Management’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.9K Sell
1,280
-300
-19% -$4.17K ﹤0.01% 1842
2026
Q1 		$23.9K Hold
1,580
– – ﹤0.01% 1707
2025
Q4 		$21K Hold
1,580
– – ﹤0.01% 1706
2025
Q3 		$20.8K Sell
1,580
-3,600
-69% -$45.3K ﹤0.01% 1712
2025
Q2 		$67.8K Hold
5,180
– – ﹤0.01% 1423
2025
Q1 		$79.1K Hold
5,180
– – ﹤0.01% 1262
2024
Q4 		$75.6K Hold
5,180
– – ﹤0.01% 1158
2024
Q3 		$78.2K Sell
5,180
-800
-13% -$12K ﹤0.01% 1044
2024
Q2 		$93.7K Sell
5,980
-100
-2% -$1.6K ﹤0.01% 886
2024
Q1 		$97.2K Hold
6,080
– – ﹤0.01% 858
2023
Q4 		$97K Hold
6,080
– – ﹤0.01% 849
2023
Q3 		$105K Hold
6,080
– – 0.01% 863
2023
Q2 		$97K Hold
6,080
– – 0.01% 889
2023
Q1 		$95.4K Buy
6,080
+1,680
+38% +$26.3K 0.01% 856
2022
Q4 		$74.2K Buy
4,400
+2,300
+110% +$40.7K ﹤0.01% 912
2022
Q3 		$32K Sell
2,100
-1,800
-46% -$27.3K ﹤0.01% 1180
2022
Q2 		$55K Buy
3,900
+300
+8% +$4.55K ﹤0.01% 1238
2022
Q1 		$48K Hold
3,600
– – ﹤0.01% 1404
2021
Q4 		$37K Buy
3,600
+800
+29% +$9.23K ﹤0.01% 1614
2021
Q3 		$33K Buy
+2,800
New +$29.7K ﹤0.01% 1681

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geneos Wealth Management's BSM Position: Q2 2026 in Review

Geneos Wealth Management reduced its Black Stone Minerals (BSM) stake by 19% in Q2 2026, selling an estimated $4.17K and leaving 1,280 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Geneos Wealth Management first reported a position in BSM in Q3 2021 and has held it in 20 quarters since. The position peaked at $105K in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Geneos Wealth Management held 1,280 shares of Black Stone Minerals worth $17.9K as of Q2 2026.
  • Geneos Wealth Management sold 300 Black Stone Minerals shares in Q2 2026, an estimated $4.17K.
  • Black Stone Minerals made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1842 holding.
  • Geneos Wealth Management first reported a position in Black Stone Minerals in Q3 2021 and has held it in 20 quarters since.
  • Geneos Wealth Management's Black Stone Minerals position peaked at $105K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.