Geneos Wealth Management
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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
Q3 		$2.63M Buy
11,613
+1,463
+14% +$385K 0.05% 355
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return

Geneos Wealth Management's HWM Position: Q3 2026 in Review

Geneos Wealth Management increased its Howmet Aerospace (HWM) stake by 14% in Q3 2026, buying an estimated $385K and bringing the position to 11,613 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #355.

Geneos Wealth Management first reported a position in HWM in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.73M in Q2 2026. 884 funds tracked by Wall St. Rank hold HWM as of Q3 2026.

  • Geneos Wealth Management held 11,613 shares of Howmet Aerospace worth $2.63M as of Q3 2026.
  • Geneos Wealth Management bought 1,463 Howmet Aerospace shares in Q3 2026, an estimated $385K.
  • Howmet Aerospace made up 0.05% of Geneos Wealth Management's portfolio in Q3 2026, its #355 holding.
  • Geneos Wealth Management first reported a position in Howmet Aerospace in Q2 2020 and has held it in 26 quarters since.
  • Geneos Wealth Management's Howmet Aerospace position peaked at $2.73M in Q2 2026.
  • 884 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.