GWM
LAC

Geneos Wealth Management’s Lithium Americas LAC Stock Holding History

Geneos Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Hold
2,804
– – ﹤0.01% 1964
2025
Q4 		$12.2K Buy
2,804
+100
+4% +$577 ﹤0.01% 1901
2025
Q3 		$15.4K Buy
2,704
+476
+21% +$1.5K ﹤0.01% 1821
2025
Q2 		$5.97K Sell
2,228
-2,584
-54% -$7.16K ﹤0.01% 2518
2025
Q1 		$13K Buy
4,812
+2,658
+123% +$8.01K ﹤0.01% 2482
2024
Q4 		$6.4K Buy
+2,154
New +$7.46K ﹤0.01% 2233

Other funds holding LAC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Geneos Wealth Management held its Lithium Americas (LAC) position steady in Q1 2026 at 2,804 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Geneos Wealth Management first reported a position in LAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4K in Q3 2025. 269 funds tracked by Wall St. Rank hold LAC as of Q1 2026.

  • Geneos Wealth Management held 2,804 shares of Lithium Americas worth $11.1K as of Q1 2026.
  • Geneos Wealth Management left its Lithium Americas share count unchanged in Q1 2026.
  • Lithium Americas made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1964 holding.
  • Geneos Wealth Management first reported a position in Lithium Americas in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Lithium Americas position peaked at $15.4K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Lithium Americas as of Q1 2026.

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