Geneos Wealth Management’s Lithium Americas LAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11K Buy
2,854
+50
+2% +$238 ﹤0.01% 1995
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
-91
-4% -$252 ﹤0.01% 2518
2025
Q1
$6.28K Buy
2,319
+165
+8% +$497 ﹤0.01% 2440
2024
Q4
$6.4K Buy
+2,154
New +$7.46K ﹤0.01% 2233

Other funds holding LAC

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

Geneos Wealth Management increased its Lithium Americas (LAC) stake by 1.8% in Q2 2026, buying an estimated $238 and bringing the position to 2,854 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Geneos Wealth Management first reported a position in LAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4K in Q3 2025. 275 funds tracked by Wall St. Rank hold LAC as of Q2 2026.

  • Geneos Wealth Management held 2,854 shares of Lithium Americas worth $11K as of Q2 2026.
  • Geneos Wealth Management bought 50 Lithium Americas shares in Q2 2026, an estimated $238.
  • Lithium Americas made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1995 holding.
  • Geneos Wealth Management first reported a position in Lithium Americas in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Lithium Americas position peaked at $15.4K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2026.

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