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Geneos Wealth Management’s Compass Minerals CMP Stock Holding History

Geneos Wealth Management’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.09K Hold
175
– – ﹤0.01% 2198
2025
Q4 		$3.44K Buy
175
+143
+447% +$2.65K ﹤0.01% 2231
2025
Q3 		$614 Sell
32
-57
-64% -$1.13K ﹤0.01% 2447
2025
Q2 		$1.79K Sell
89
-25
-22% -$404 ﹤0.01% 2840
2025
Q1 		$1.06K Buy
+114
New +$1.3K ﹤0.01% 3045
2022
Q3 		– Sell
-100
Closed -$3K – 2107
2022
Q2 		$3K Hold
100
– – ﹤0.01% 2293
2022
Q1 		$6K Hold
100
– – ﹤0.01% 2265
2021
Q4 		$5K Sell
100
-158
-61% -$9.63K ﹤0.01% 2390
2021
Q3 		$17K Buy
258
+2
+0.8% +$132 ﹤0.01% 1993
2021
Q2 		$15K Buy
256
+2
+0.8% +$133 ﹤0.01% 2040
2021
Q1 		$17K Hold
254
– – ﹤0.01% 2146
2020
Q4 		$16K Buy
254
+3
+1% +$186 ﹤0.01% 2022
2020
Q3 		$14K Buy
251
+2
+0.8% +$110 ﹤0.01% 1814
2020
Q2 		$11K Buy
249
+2
+0.8% +$93 ﹤0.01% 1866
2020
Q1 		$9K Buy
247
+3
+1% +$163 ﹤0.01% 1847
2019
Q4 		$14K Buy
244
+2
+0.8% +$113 ﹤0.01% 1825
2019
Q3 		$13K Buy
242
+1
+0.4% +$54 ﹤0.01% 1777
2019
Q2 		$13K Buy
241
+2
+0.8% +$111 ﹤0.01% 1805
2019
Q1 		$13K Buy
239
+2
+0.8% +$101 ﹤0.01% 1738
2018
Q4 		$9K Buy
237
+2
+0.9% +$105 ﹤0.01% 1811
2018
Q3 		$15K Sell
235
-890
-79% -$58K ﹤0.01% 1698
2018
Q2 		$73K Buy
1,125
+54
+5% +$3.6K 0.01% 892
2018
Q1 		$64K Buy
1,071
+294
+38% +$19.7K 0.01% 906
2017
Q4 		$56K Buy
777
+66
+9% +$4.44K 0.01% 951
2017
Q3 		$46K Buy
711
+391
+122% +$26.1K ﹤0.01% 984
2017
Q2 		$20K Buy
320
+194
+154% +$12.9K ﹤0.01% 1270
2017
Q1 		$8K Sell
126
-19
-13% -$1.45K ﹤0.01% 1546
2016
Q4 		$11K Buy
145
+1
+0.7% +$76 ﹤0.01% 1398
2016
Q3 		$10K Sell
144
-119
-45% -$8.62K ﹤0.01% 1355
2016
Q2 		$19K Sell
263
-9
-3% -$682 ﹤0.01% 1128
2016
Q1 		$19K Buy
+272
New +$19.5K ﹤0.01% 1102

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM

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

Geneos Wealth Management held its Compass Minerals (CMP) position steady in Q1 2026 at 175 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Geneos Wealth Management first reported a position in CMP in Q1 2016 and has held it in 31 quarters since. The position peaked at $73K in Q2 2018. 204 funds tracked by Wall St. Rank hold CMP as of Q1 2026.

  • Geneos Wealth Management held 175 shares of Compass Minerals worth $4.09K as of Q1 2026.
  • Geneos Wealth Management left its Compass Minerals share count unchanged in Q1 2026.
  • Compass Minerals made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2198 holding.
  • Geneos Wealth Management first reported a position in Compass Minerals in Q1 2016 and has held it in 31 quarters since.
  • Geneos Wealth Management's Compass Minerals position peaked at $73K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2026.

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