Geneos Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.11K	Hold	46	–	–	﹤0.01%	2157
2025 Q4	$4.65K	Buy	46 +33	+254%	+$3.21K	﹤0.01%	2160
2025 Q3	$1.28K	Sell	13 -5	-28%	-$465	﹤0.01%	2379
2025 Q2	$1.85K	Buy	+18	New	+$1.86K	﹤0.01%	2830
2022 Q3	–	Sell	-33	Closed	-$2K	–	2212
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	2380
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	2541
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	2575
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	2643
2021 Q2	$2K	Sell	33 -69	-68%	-$5.65K	﹤0.01%	2651
2021 Q1	$7K	Hold	102	–	–	﹤0.01%	2529
2020 Q4	$2K	Buy	102 +69	+209%	+$4.62K	﹤0.01%	2690
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	2514
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	2352
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	2254
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	2292
2019 Q3	$3K	Hold	33	–	–	﹤0.01%	2218
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	2220
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	2146
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	2194
2018 Q3	$3K	Sell	33 -50	-60%	-$4.82K	﹤0.01%	2178
2018 Q2	$7K	Buy	83 +50	+152%	+$4.42K	﹤0.01%	1822
2018 Q1	$3K	Hold	33	–	–	﹤0.01%	1950
2017 Q4	$3K	Hold	33	–	–	﹤0.01%	1938
2017 Q3	$3K	Hold	33	–	–	﹤0.01%	1889
2017 Q2	$3K	Hold	33	–	–	﹤0.01%	1844
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	1883
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	1852
2016 Q3	$3K	Hold	33	–	–	﹤0.01%	1692
2016 Q2	$2K	Hold	33	–	–	﹤0.01%	1676
2016 Q1	$3K	Buy	+33	New	+$3.02K	﹤0.01%	1601

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Geneos Wealth Management held its Fomento Económico Mexicano (FMX) position steady in Q1 2026 at 46 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Geneos Wealth Management first reported a position in FMX in Q1 2016 and has held it in 30 quarters since. The position peaked at $7K in Q1 2021. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

Geneos Wealth Management held 46 shares of Fomento Económico Mexicano worth $5.11K as of Q1 2026.
Geneos Wealth Management left its Fomento Económico Mexicano share count unchanged in Q1 2026.
Fomento Económico Mexicano made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2157 holding.
Geneos Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2016 and has held it in 30 quarters since.
Geneos Wealth Management's Fomento Económico Mexicano position peaked at $7K in Q1 2021.
307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

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