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Geneos Wealth Management’s Copa Holdings CPA Stock Holding History

Geneos Wealth Management’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33
Closed -$3.98K – 2490
2025
Q4 		$3.98K Buy
+33
New +$4.04K ﹤0.01% 2202
2020
Q3 		– Sell
-300
Closed -$14K – 2642
2020
Q2 		$14K Buy
+300
New +$13.8K ﹤0.01% 1765

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 33 shares — an estimated $3.98K sold.

Geneos Wealth Management first reported a position in CPA in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 300 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Geneos Wealth Management reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 33 Copa Holdings shares in Q1 2026, an estimated $3.98K.
  • Geneos Wealth Management first reported a position in Copa Holdings in Q2 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Copa Holdings position peaked at $14K in Q2 2020.
  • 300 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

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