Geneos Wealth Management’s Texas Pacific Land TPL Stock Holding History

Geneos Wealth Management’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.61K	Buy	8 +5	+167%	+$1.89K	﹤0.01%	2842
2026 Q2	$1.31K	Buy	+3	New	+$1.22K	﹤0.01%	2380
2026 Q1	–	Sell	-3	Closed	-$862	–	2561
2025 Q4	$862	Sell	3 -39	-93%	-$11.9K	﹤0.01%	2422
2025 Q3	$13.1K	Buy	+42	New	+$13.2K	﹤0.01%	1873
2022 Q3	–	Sell	-180	Closed	-$30K	–	2547
2022 Q2	$30K	Hold	180	–	–	﹤0.01%	1500
2022 Q1	$27K	Hold	180	–	–	﹤0.01%	1661
2021 Q4	$24K	Hold	180	–	–	﹤0.01%	1804
2021 Q3	$23K	Hold	180	–	–	﹤0.01%	1860
2021 Q2	$31K	Hold	180	–	–	﹤0.01%	1705
2021 Q1	$30K	Hold	180	–	–	﹤0.01%	1882
2020 Q4	$31K	Buy	+180	New	+$11.4K	﹤0.01%	1688
2016 Q4	–	Sell	-1,800	Closed	-$47K	–	2086
2016 Q3	$47K	Hold	1,800	–	–	0.01%	840
2016 Q2	$34K	Hold	1,800	–	–	﹤0.01%	940
2016 Q1	$29K	Buy	+1,800	New	+$26.4K	﹤0.01%	980

Other funds holding TPL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Geneos Wealth Management's TPL Position: Q3 2026 in Review

Geneos Wealth Management increased its Texas Pacific Land (TPL) stake by 167% in Q3 2026, buying an estimated $1.89K and bringing the position to 8 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Geneos Wealth Management first reported a position in TPL in Q1 2016 and has held it in 14 quarters since. The position peaked at $47K in Q3 2016. 441 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

Geneos Wealth Management held 8 shares of Texas Pacific Land worth $2.61K as of Q3 2026.
Geneos Wealth Management bought 5 Texas Pacific Land shares in Q3 2026, an estimated $1.89K.
Texas Pacific Land made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2842 holding.
Geneos Wealth Management first reported a position in Texas Pacific Land in Q1 2016 and has held it in 14 quarters since.
Geneos Wealth Management's Texas Pacific Land position peaked at $47K in Q3 2016.
441 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.