GWM
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Geneos Wealth Management’s MP Materials MP Stock Holding History

Geneos Wealth Management’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
3,837
+50
+1% +$3.04K ﹤0.01% 962
2026
Q1 		$183K Buy
3,787
+664
+21% +$39.7K ﹤0.01% 982
2025
Q4 		$158K Buy
3,123
+1,712
+121% +$109K ﹤0.01% 1003
2025
Q3 		$94.6K Buy
1,411
+983
+230% +$61.8K ﹤0.01% 1141
2025
Q2 		$14.2K Buy
428
+300
+234% +$7.66K ﹤0.01% 2176
2025
Q1 		$3.12K Sell
128
-2,621
-95% -$60.9K ﹤0.01% 2650
2024
Q4 		$42.9K Buy
2,749
+1,849
+205% +$34.3K ﹤0.01% 1378
2024
Q3 		$15.9K Buy
900
+77
+9% +$1.05K ﹤0.01% 1648
2024
Q2 		$10.5K Sell
823
-3,896
-83% -$61.2K ﹤0.01% 1537
2024
Q1 		$67.5K Sell
4,719
-806
-15% -$12.7K ﹤0.01% 967
2023
Q4 		$110K Hold
5,525
– – 0.01% 811
2023
Q3 		$106K Hold
5,525
– – 0.01% 857
2023
Q2 		$126K Sell
5,525
-3,597
-39% -$82.5K 0.01% 806
2023
Q1 		$257K Sell
9,122
-7,000
-43% -$212K 0.02% 590
2022
Q4 		$391K Buy
16,122
+8,659
+116% +$262K 0.02% 463
2022
Q3 		$203K Sell
7,463
-75
-1% -$2.45K 0.01% 593
2022
Q2 		$237K Hold
7,538
– – 0.01% 691
2022
Q1 		$432K Hold
7,538
– – 0.02% 574
2021
Q4 		$342K Sell
7,538
-95
-1% -$3.75K 0.01% 694
2021
Q3 		$243K Hold
7,633
– – 0.01% 786
2021
Q2 		$286K Buy
7,633
+85
+1% +$2.64K 0.01% 711
2021
Q1 		$226K Buy
7,548
+1,924
+34% +$71.1K 0.01% 918
2020
Q4 		$202K Buy
+5,624
New +$109K 0.01% 824

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geneos Wealth Management increased its MP Materials (MP) stake by 1.3% in Q2 2026, buying an estimated $3.04K and bringing the position to 3,837 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Geneos Wealth Management first reported a position in MP in Q4 2020 and has held it in 23 quarters since. The position peaked at $432K in Q1 2022. 758 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Geneos Wealth Management held 3,837 shares of MP Materials worth $215K as of Q2 2026.
  • Geneos Wealth Management bought 50 MP Materials shares in Q2 2026, an estimated $3.04K.
  • MP Materials made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #962 holding.
  • Geneos Wealth Management first reported a position in MP Materials in Q4 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's MP Materials position peaked at $432K in Q1 2022.
  • 758 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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