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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
Q2 		$1.02K Hold
100
– – ﹤0.01% 2422
2026
Q1 		$794 Hold
100
– – ﹤0.01% 2430
2025
Q4 		$694 Buy
+100
New +$1.09K ﹤0.01% 2434

Other funds holding CRML

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geneos Wealth Management held its Critical Metals Corp (CRML) position steady in Q2 2026 at 100 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Geneos Wealth Management first reported a position in CRML in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

  • Geneos Wealth Management held 100 shares of Critical Metals Corp worth $1.02K as of Q2 2026.
  • Geneos Wealth Management left its Critical Metals Corp share count unchanged in Q2 2026.
  • Critical Metals Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2422 holding.
  • Geneos Wealth Management first reported a position in Critical Metals Corp in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

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