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Geneos Wealth Management’s Harmony Gold Mining HMY Stock Holding History

Geneos Wealth Management’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Hold
730
– – ﹤0.01% 1962
2025
Q4 		$14.5K Buy
730
+2
+0.3% +$37 ﹤0.01% 1848
2025
Q3 		$13.2K Buy
728
+120
+20% +$1.81K ﹤0.01% 1870
2025
Q2 		$8.49K Sell
608
-304
-33% -$4.59K ﹤0.01% 2383
2025
Q1 		$13.5K Buy
912
+608
+200% +$6.78K ﹤0.01% 2475
2024
Q4 		$2.5K Hold
304
– – ﹤0.01% 2539
2024
Q3 		$3.09K Hold
304
– – ﹤0.01% 2196
2024
Q2 		$2.79K Hold
304
– – ﹤0.01% 1826
2024
Q1 		$2.48K Hold
304
– – ﹤0.01% 1862
2023
Q4 		$1.87K Hold
304
– – ﹤0.01% 1931
2023
Q3 		$1.14K Sell
304
-9
-3% -$37 ﹤0.01% 2011
2023
Q2 		$1.31K Hold
313
– – ﹤0.01% 1992
2023
Q1 		$1.28K Hold
313
– – ﹤0.01% 1967
2022
Q4 		$1.06K Hold
313
– – ﹤0.01% 1958
2022
Q3 		$0 Hold
313
– – ﹤0.01% 2267
2022
Q2 		$1K Hold
313
– – ﹤0.01% 2496
2022
Q1 		$1K Buy
313
+9
+3% +$38 ﹤0.01% 2649
2021
Q4 		$1K Buy
+304
New +$1.16K ﹤0.01% 2678
2021
Q3 		– Sell
-304
Closed -$1K – 2862
2021
Q2 		$1K Hold
304
– – ﹤0.01% 2760
2021
Q1 		$1K Hold
304
– – ﹤0.01% 3022
2020
Q4 		$1K Hold
304
– – ﹤0.01% 2794
2020
Q3 		$1K Hold
304
– – ﹤0.01% 2526
2020
Q2 		$1K Buy
+304
New +$1K ﹤0.01% 2469
2020
Q1 		– Sell
-304
Closed -$1K – 2537
2019
Q4 		$1K Buy
+304
New +$975 ﹤0.01% 2470

Other funds holding HMY

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Geneos Wealth Management held its Harmony Gold Mining (HMY) position steady in Q1 2026 at 730 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Geneos Wealth Management first reported a position in HMY in Q4 2019 and has held it in 24 quarters since. The position peaked at $14.5K in Q4 2025. 237 funds tracked by Wall St. Rank hold HMY as of Q1 2026.

  • Geneos Wealth Management held 730 shares of Harmony Gold Mining worth $11.2K as of Q1 2026.
  • Geneos Wealth Management left its Harmony Gold Mining share count unchanged in Q1 2026.
  • Harmony Gold Mining made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1962 holding.
  • Geneos Wealth Management first reported a position in Harmony Gold Mining in Q4 2019 and has held it in 24 quarters since.
  • Geneos Wealth Management's Harmony Gold Mining position peaked at $14.5K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2026.

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