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Genesis Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Genesis Financial Group’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.53M Sell
11,420
-5,242
-31% -$3.36M 4.13% 5
2025
Q4 		$11M Buy
+16,662
New +$11.1M 6.38% 2

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Genesis Financial Group's META Position: Q1 2026 in Review

Genesis Financial Group reduced its Meta Platforms (Facebook) (META) stake by 31% in Q1 2026, selling an estimated $3.36M and leaving 11,420 shares worth $6.53M. The position accounts for 4.13% of the portfolio, ranked #5.

Genesis Financial Group first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $11M in Q4 2025. 5,073 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Genesis Financial Group held 11,420 shares of Meta Platforms (Facebook) worth $6.53M as of Q1 2026.
  • Genesis Financial Group sold 5,242 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.36M.
  • Meta Platforms (Facebook) made up 4.13% of Genesis Financial Group's portfolio in Q1 2026, its #5 holding.
  • Genesis Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Meta Platforms (Facebook) position peaked at $11M in Q4 2025.
  • 5,073 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.