Genesis Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Genesis Private Wealth’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 Q2	$887K	Sell	1,575 -434	-22%	-$265K	0.25%	66
2026 Q1	$1.15M	Buy	2,009 +102	+5%	+$65.4K	0.36%	57
2025 Q4	$1.26M	Sell	1,907 -685	-26%	-$457K	0.39%	54
2025 Q3	$1.9M	Sell	2,592 -43	-2%	-$32K	0.8%	32
2025 Q2	$1.94M	Sell	2,635 -263	-9%	-$163K	0.92%	32
2025 Q1	$1.67M	Buy	2,898 +140	+5%	+$90.3K	0.89%	31
2024 Q4	$1.61M	Buy	+2,758	New	+$1.62M	0.89%	32

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Genesis Private Wealth's META Position: Q2 2026 in Review

Genesis Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 22% in Q2 2026, selling an estimated $265K and leaving 1,575 shares worth $887K. The position accounts for 0.25% of the portfolio, ranked #66.

Genesis Private Wealth first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Genesis Private Wealth held 1,575 shares of Meta Platforms (Facebook) worth $887K as of Q2 2026.
Genesis Private Wealth sold 434 Meta Platforms (Facebook) shares in Q2 2026, an estimated $265K.
Meta Platforms (Facebook) made up 0.25% of Genesis Private Wealth's portfolio in Q2 2026, its #66 holding.
Genesis Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Meta Platforms (Facebook) position peaked at $1.94M in Q2 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.