Geneos Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.59K	Hold	250	–	–	﹤0.01%	2101
2025 Q4	$5.31K	Hold	250	–	–	﹤0.01%	2124
2025 Q3	$3.39K	Buy	250 +100	+67%	+$1.52K	﹤0.01%	2231
2025 Q2	$2.41K	Sell	150 -350	-70%	-$5.51K	﹤0.01%	2771
2025 Q1	$7.3K	Buy	500 +350	+233%	+$6.57K	﹤0.01%	2665
2024 Q4	$3.22K	Sell	150 -4,600	-97%	-$101K	﹤0.01%	2468
2024 Q3	$122K	Sell	4,750 -3,000	-39%	-$58.3K	﹤0.01%	903
2024 Q2	$172K	Hold	7,750	–	–	0.01%	741
2024 Q1	$78.4K	Buy	7,750 +100	+1%	+$1.21K	﹤0.01%	926
2023 Q4	$75.5K	Hold	7,650	–	–	﹤0.01%	929
2023 Q3	$79.9K	Hold	7,650	–	–	﹤0.01%	930
2023 Q2	$94.8K	Sell	7,650 -1,500	-16%	-$24.1K	0.01%	891
2023 Q1	$216K	Buy	+9,150	New	+$192K	0.01%	639
2022 Q4	–	Sell	-550	Closed	-$12K	–	2106
2022 Q3	$12K	Sell	550 -5,341	-91%	-$221K	﹤0.01%	1479
2022 Q2	$254K	Buy	5,891 +4,340	+280%	+$255K	0.01%	668
2022 Q1	$112K	Buy	+1,551	New	+$107K	﹤0.01%	1050

Other funds holding ZIM

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $480M AUM 42.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Geneos Wealth Management's ZIM Position: Q1 2026 in Review

Geneos Wealth Management held its ZIM Integrated Shipping Services (ZIM) position steady in Q1 2026 at 250 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Geneos Wealth Management first reported a position in ZIM in Q1 2022 and has held it in 16 quarters since. The position peaked at $254K in Q2 2022. 257 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

Geneos Wealth Management held 250 shares of ZIM Integrated Shipping Services worth $6.59K as of Q1 2026.
Geneos Wealth Management left its ZIM Integrated Shipping Services share count unchanged in Q1 2026.
ZIM Integrated Shipping Services made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2101 holding.
Geneos Wealth Management first reported a position in ZIM Integrated Shipping Services in Q1 2022 and has held it in 16 quarters since.
Geneos Wealth Management's ZIM Integrated Shipping Services position peaked at $254K in Q2 2022.
257 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.