Geneos Wealth Management’s Critical Metals Corp CRML Stock Holding History

Geneos Wealth Management’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$794	Hold	100	–	–	﹤0.01%	2430
2025 Q4	$694	Buy	+100	New	+$1.09K	﹤0.01%	2434

Other funds holding CRML

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Geneos Wealth Management held its Critical Metals Corp (CRML) position steady in Q1 2026 at 100 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Geneos Wealth Management first reported a position in CRML in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold CRML as of Q1 2026.

Geneos Wealth Management held 100 shares of Critical Metals Corp worth $794 as of Q1 2026.
Geneos Wealth Management left its Critical Metals Corp share count unchanged in Q1 2026.
Critical Metals Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2430 holding.
Geneos Wealth Management first reported a position in Critical Metals Corp in Q4 2025 and has held it in 2 quarters since.
165 funds tracked by Wall St. Rank held Critical Metals Corp as of Q1 2026.

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