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Geneos Wealth Management’s Warrior Met Coal HCC Stock Holding History

Geneos Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$733 – 2784
2025
Q2 		$733 Sell
16
-32
-67% -$1.49K ﹤0.01% 3053
2025
Q1 		$2.29K Buy
48
+32
+200% +$1.63K ﹤0.01% 2954
2024
Q4 		$868 Hold
16
– – ﹤0.01% 2800
2024
Q3 		$1.02K Buy
+16
New +$994 ﹤0.01% 2445

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's HCC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Warrior Met Coal (HCC) in Q3 2025, closing a stake of 16 shares — an estimated $733 sold.

Geneos Wealth Management first reported a position in HCC in Q3 2024 and held it in 4 quarters. The position peaked at $2.29K in Q1 2025. 267 funds tracked by Wall St. Rank hold HCC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Warrior Met Coal position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 16 Warrior Met Coal shares in Q3 2025, an estimated $733.
  • Geneos Wealth Management first reported a position in Warrior Met Coal in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Warrior Met Coal position peaked at $2.29K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.