GWM
LAC

Geneos Wealth Management’s Lithium Americas Corp. Common Shares 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
2023
Q4 		– Sell
-2,369
Closed -$40.3K – 2209
2023
Q3 		$40.3K Hold
2,369
– – ﹤0.01% 1137
2023
Q2 		$48K Sell
2,369
-1,000
-30% -$20.6K ﹤0.01% 1090
2023
Q1 		$73.2K Buy
3,369
+1,540
+84% +$34K ﹤0.01% 944
2022
Q4 		$34.7K Buy
1,829
+505
+38% +$12.3K ﹤0.01% 1173
2022
Q3 		$34K Sell
1,324
-865
-40% -$23K ﹤0.01% 1163
2022
Q2 		$43K Buy
2,189
+300
+16% +$7.67K ﹤0.01% 1355
2022
Q1 		$72K Hold
1,889
– – ﹤0.01% 1218
2021
Q4 		$55K Buy
1,889
+400
+27% +$12K ﹤0.01% 1442
2021
Q3 		$32K Buy
1,489
+250
+20% +$4.4K ﹤0.01% 1706
2021
Q2 		$17K Hold
1,239
– – ﹤0.01% 2008
2021
Q1 		$17K Hold
1,239
– – ﹤0.01% 2166
2020
Q4 		$18K Buy
+1,239
New +$13.9K ﹤0.01% 1986

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's LAC Position: Q4 2023 in Review

Geneos Wealth Management sold out of Lithium Americas Corp. Common Shares (LAC) in Q4 2023, closing a stake of 2,369 shares — an estimated $40.3K sold.

Geneos Wealth Management first reported a position in LAC in Q4 2020 and held it in 12 quarters. The position peaked at $73.2K in Q1 2023. 7 funds tracked by Wall St. Rank hold LAC as of Q4 2023.

  • Geneos Wealth Management reported no remaining Lithium Americas Corp. Common Shares position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 2,369 Lithium Americas Corp. Common Shares shares in Q4 2023, an estimated $40.3K.
  • Geneos Wealth Management first reported a position in Lithium Americas Corp. Common Shares in Q4 2020 and held it in 12 quarters.
  • Geneos Wealth Management's Lithium Americas Corp. Common Shares position peaked at $73.2K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Lithium Americas Corp. Common Shares as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.