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Geneos Wealth Management’s Core Scientific CORZ Stock Holding History

Geneos Wealth Management’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.6K Buy
1,468
+200
+16% +$4.71K ﹤0.01% 1574
2026
Q1 		$19K Buy
+1,268
New +$21.6K ﹤0.01% 1788
2025
Q3 		– Sell
-626
Closed -$10.7K – 2635
2025
Q2 		$10.7K Sell
626
-1,800
-74% -$18K ﹤0.01% 2299
2025
Q1 		$17.6K Buy
2,426
+1,722
+245% +$19.6K ﹤0.01% 2012
2024
Q4 		$9.89K Buy
+704
New +$10.4K ﹤0.01% 2057

Other funds holding CORZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

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

Geneos Wealth Management increased its Core Scientific (CORZ) stake by 16% in Q2 2026, buying an estimated $4.71K and bringing the position to 1,468 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Geneos Wealth Management first reported a position in CORZ in Q4 2024 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Geneos Wealth Management held 1,468 shares of Core Scientific worth $37.6K as of Q2 2026.
  • Geneos Wealth Management bought 200 Core Scientific shares in Q2 2026, an estimated $4.71K.
  • Core Scientific made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1574 holding.
  • Geneos Wealth Management first reported a position in Core Scientific in Q4 2024 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

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