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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
-2,545
-50% -$9.76K ﹤0.01% 2116
2025
Q1 		$8.75K Buy
+5,089
New +$8.55K ﹤0.01% 2314

Other funds holding TMC

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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 $16.8K in Q2 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 $16.8K in Q2 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.