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Geneos Wealth Management’s Sigma Lithium SGML Stock Holding History

Geneos Wealth Management’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33K Buy
500
+200
+67% +$3.36K ﹤0.01% 2126
2026
Q1 		$3.7K Buy
300
+50
+20% +$639 ﹤0.01% 2218
2025
Q4 		$3.3K Hold
250
– – ﹤0.01% 2239
2025
Q3 		$1.6K Buy
+250
New +$1.5K ﹤0.01% 2352

Other funds holding SGML

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
KI
Keystone Investors Singapore $1.87B AUM

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

Geneos Wealth Management increased its Sigma Lithium (SGML) stake by 67% in Q2 2026, buying an estimated $3.36K and bringing the position to 500 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Geneos Wealth Management first reported a position in SGML in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • Geneos Wealth Management held 500 shares of Sigma Lithium worth $6.33K as of Q2 2026.
  • Geneos Wealth Management bought 200 Sigma Lithium shares in Q2 2026, an estimated $3.36K.
  • Sigma Lithium made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2126 holding.
  • Geneos Wealth Management first reported a position in Sigma Lithium in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

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