GWM
LB

Geneos Wealth Management’s LandBridge Co LB Stock Holding History

Geneos Wealth Management’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
3,640
+160
+5% +$11K 0.01% 877
2026
Q1 		$240K Buy
3,480
+85
+3% +$5.4K 0.01% 906
2025
Q4 		$166K Sell
3,395
-485
-13% -$28.2K ﹤0.01% 983
2025
Q3 		$207K Buy
3,880
+335
+9% +$18.5K 0.01% 891
2025
Q2 		$240K Hold
3,545
– – 0.01% 929
2025
Q1 		$255K Buy
+3,545
New +$251K 0.01% 827

Other funds holding LB

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management increased its LandBridge Co (LB) stake by 4.6% in Q2 2026, buying an estimated $11K and bringing the position to 3,640 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #877.

Geneos Wealth Management first reported a position in LB in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold LB as of Q2 2026.

  • Geneos Wealth Management held 3,640 shares of LandBridge Co worth $288K as of Q2 2026.
  • Geneos Wealth Management bought 160 LandBridge Co shares in Q2 2026, an estimated $11K.
  • LandBridge Co made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #877 holding.
  • Geneos Wealth Management first reported a position in LandBridge Co in Q1 2025 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

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