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Geneos Wealth Management’s Southern Copper SCCO Stock Holding History

Geneos Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Sell
4,349
-1
-0% -$180 0.02% 615
2026
Q1 		$732K Sell
4,350
-4
-0.1% -$723 0.02% 585
2025
Q4 		$606K Sell
4,354
-33
-0.8% -$4.32K 0.01% 614
2025
Q3 		$512K Sell
4,387
-203
-4% -$19.7K 0.01% 641
2025
Q2 		$442K Buy
4,590
+704
+18% +$61.2K 0.01% 749
2025
Q1 		$342K Buy
3,886
+279
+8% +$24.8K 0.01% 737
2024
Q4 		$308K Buy
+3,607
New +$356K 0.01% 701
2022
Q1 		– Sell
-4,851
Closed -$274K – 2947
2021
Q4 		$274K Hold
4,851
– – 0.01% 759
2021
Q3 		$252K Hold
4,851
– – 0.01% 771
2021
Q2 		$285K Sell
4,851
-272
-5% -$17.5K 0.01% 715
2021
Q1 		$325K Sell
5,123
-218
-4% -$14.3K 0.01% 763
2020
Q4 		$331K Sell
5,341
-390
-7% -$19.8K 0.01% 653
2020
Q3 		$233K Hold
5,731
– – 0.01% 638
2020
Q2 		$198K Hold
5,731
– – 0.01% 671
2020
Q1 		$139K Hold
5,731
– – 0.01% 734
2019
Q4 		$223K Sell
5,731
-19
-0.3% -$654 0.01% 664
2019
Q3 		$179K Buy
5,750
+19
+0.3% +$595 0.01% 693
2019
Q2 		$203K Hold
5,731
– – 0.01% 661
2019
Q1 		$208K Sell
5,731
-109
-2% -$3.44K 0.01% 625
2018
Q4 		$163K Hold
5,840
– – 0.01% 665
2018
Q3 		$230K Hold
5,840
– – 0.02% 590
2018
Q2 		$250K Sell
5,840
-568
-9% -$26.9K 0.02% 506
2018
Q1 		$318K Buy
6,408
+346
+6% +$16.2K 0.03% 405
2017
Q4 		$263K Hold
6,062
– – 0.02% 462
2017
Q3 		$220K Hold
6,062
– – 0.02% 488
2017
Q2 		$192K Sell
6,062
-880
-13% -$28.2K 0.02% 507
2017
Q1 		$228K Sell
6,942
-110
-2% -$3.68K 0.02% 447
2016
Q4 		$206K Sell
7,052
-218
-3% -$6.07K 0.03% 449
2016
Q3 		$175K Sell
7,270
-110
-1% -$2.62K 0.02% 472
2016
Q2 		$178K Sell
7,380
-330
-4% -$8.26K 0.03% 469
2016
Q1 		$194K Buy
+7,710
New +$180K 0.03% 437

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management reduced its Southern Copper (SCCO) stake by 0.02% in Q2 2026, selling an estimated $180 and leaving 4,349 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #615.

Geneos Wealth Management first reported a position in SCCO in Q1 2016 and has held it in 31 quarters since. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Geneos Wealth Management held 4,349 shares of Southern Copper worth $749K as of Q2 2026.
  • Geneos Wealth Management sold 1 Southern Copper share in Q2 2026, an estimated $180.
  • Southern Copper made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #615 holding.
  • Geneos Wealth Management first reported a position in Southern Copper in Q1 2016 and has held it in 31 quarters since.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

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