GWM
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Geneos Wealth Management’s Howmet Aerospace HWM Stock Holding History

Geneos Wealth Management’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73M Sell
10,150
-1,354
-12% -$348K 0.06% 328
2026
Q1 		$2.65M Sell
11,504
-136
-1% -$31.7K 0.06% 319
2025
Q4 		$2.39M Buy
11,640
+80
+0.7% +$15.9K 0.06% 324
2025
Q3 		$2.27M Sell
11,560
-858
-7% -$156K 0.06% 326
2025
Q2 		$2.31M Buy
12,418
+339
+3% +$52.2K 0.06% 348
2025
Q1 		$1.57M Buy
12,079
+1,119
+10% +$142K 0.05% 352
2024
Q4 		$1.2M Buy
10,960
+8,241
+303% +$902K 0.04% 373
2024
Q3 		$273K Buy
2,719
+327
+14% +$29.5K 0.01% 692
2024
Q2 		$186K Buy
2,392
+133
+6% +$10.1K 0.01% 718
2024
Q1 		$155K Hold
2,259
– – 0.01% 759
2023
Q4 		$122K Buy
2,259
+205
+10% +$10.1K 0.01% 785
2023
Q3 		$95K Sell
2,054
-253
-11% -$12.3K ﹤0.01% 886
2023
Q2 		$114K Hold
2,307
– – 0.01% 843
2023
Q1 		$97.7K Buy
2,307
+333
+17% +$13.6K 0.01% 847
2022
Q4 		$77.8K Sell
1,974
-333
-14% -$12.1K ﹤0.01% 900
2022
Q3 		$71K Sell
2,307
-2,770
-55% -$97.2K ﹤0.01% 911
2022
Q2 		$161K Sell
5,077
-244
-5% -$8.36K 0.01% 831
2022
Q1 		$191K Sell
5,321
-266
-5% -$9.08K 0.01% 826
2021
Q4 		$177K Hold
5,587
– – 0.01% 921
2021
Q3 		$181K Hold
5,587
– – 0.01% 901
2021
Q2 		$192K Buy
5,587
+406
+8% +$13.5K 0.01% 862
2021
Q1 		$165K Hold
5,181
– – ﹤0.01% 1063
2020
Q4 		$115K Buy
5,181
+1,219
+31% +$27.1K ﹤0.01% 1076
2020
Q3 		$66K Hold
3,962
– – ﹤0.01% 1123
2020
Q2 		$61K Buy
+3,962
New +$52.1K ﹤0.01% 1131

Other funds holding HWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Geneos Wealth Management reduced its Howmet Aerospace (HWM) stake by 12% in Q2 2026, selling an estimated $348K and leaving 10,150 shares worth $2.73M. The position accounts for 0.06% of the portfolio, ranked #328.

Geneos Wealth Management first reported a position in HWM in Q2 2020 and has held it in 25 quarters since. 1,611 funds tracked by Wall St. Rank hold HWM as of Q2 2026.

  • Geneos Wealth Management held 10,150 shares of Howmet Aerospace worth $2.73M as of Q2 2026.
  • Geneos Wealth Management sold 1,354 Howmet Aerospace shares in Q2 2026, an estimated $348K.
  • Howmet Aerospace made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Geneos Wealth Management first reported a position in Howmet Aerospace in Q2 2020 and has held it in 25 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Howmet Aerospace as of Q2 2026.

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