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Geneos Wealth Management’s TMC The Metals Company TMC Stock Holding History

Geneos Wealth Management’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,544
Closed -$16.8K – 3132
2025
Q2 		$16.8K Sell
2,544
-12,723
-83% -$48.8K ﹤0.01% 2116
2025
Q1 		$26.3K Buy
+15,267
New +$25.7K ﹤0.01% 2219

Other funds holding TMC

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First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's TMC Position: Q3 2025 in Review

Geneos Wealth Management sold out of TMC The Metals Company (TMC) in Q3 2025, closing a stake of 2,544 shares — an estimated $16.8K sold.

Geneos Wealth Management first reported a position in TMC in Q1 2025 and held it in 2 quarters. The position peaked at $26.3K in Q1 2025. 174 funds tracked by Wall St. Rank hold TMC as of Q3 2025.

  • Geneos Wealth Management reported no remaining TMC The Metals Company position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,544 TMC The Metals Company shares in Q3 2025, an estimated $16.8K.
  • Geneos Wealth Management first reported a position in TMC The Metals Company in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's TMC The Metals Company position peaked at $26.3K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held TMC The Metals Company as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.