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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
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 		$40.8K Buy
2,426
+1,722
+245% +$19.6K ﹤0.01% 2022
2024
Q4 		$9.89K Buy
+704
New +$10.4K ﹤0.01% 2057

Other funds holding CORZ

SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in Core Scientific (CORZ) in Q1 2026: 1,268 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in CORZ as recently as Q2 2025.

Geneos Wealth Management first reported a position in CORZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $40.8K in Q1 2025. 386 funds tracked by Wall St. Rank hold CORZ as of Q1 2026.

  • Geneos Wealth Management held 1,268 shares of Core Scientific worth $19K as of Q1 2026.
  • Core Scientific was a new Geneos Wealth Management position in Q1 2026.
  • Core Scientific made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1788 holding.
  • Geneos Wealth Management first reported a position in Core Scientific in Q4 2024 and has held it in 4 quarters since.
  • Geneos Wealth Management's Core Scientific position peaked at $40.8K in Q1 2025.
  • 386 funds tracked by Wall St. Rank held Core Scientific as of Q1 2026.

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