Geneos Wealth Management
LAC icon

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
Q3 		$7.51K Hold
2,854
– – ﹤0.01% 2500
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

General Motors Holdings
General Motors Holdings Detroit, Michigan $56.7M AUM 48.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

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

Geneos Wealth Management held its Lithium Americas (LAC) position steady in Q3 2026 at 2,854 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Geneos Wealth Management first reported a position in LAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q3 2025. 137 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Geneos Wealth Management held 2,854 shares of Lithium Americas worth $7.51K as of Q3 2026.
  • Geneos Wealth Management left its Lithium Americas share count unchanged in Q3 2026.
  • Lithium Americas made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2500 holding.
  • Geneos Wealth Management first reported a position in Lithium Americas in Q4 2024 and has held it in 8 quarters since.
  • Geneos Wealth Management's Lithium Americas position peaked at $15.4K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

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