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

Genesis Wealth Advisors’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	$535K	Hold	950	–	–	0.32%	33
2026 Q1	$544K	Hold	950	–	–	0.36%	30
2025 Q4	$627K	Hold	950	–	–	0.43%	25
2025 Q3	$698K	Hold	950	–	–	0.49%	26
2025 Q2	$701K	Hold	950	–	–	0.53%	23
2025 Q1	$548K	Hold	950	–	–	0.44%	30
2024 Q4	$556K	Buy	+950	New	+$558K	0.49%	33
2015 Q2	$101K	Buy	1,172 +90	+8%	+$7.35K	0.08%	116
2015 Q1	$88.4K	Hold	1,082	–	–	0.07%	138
2014 Q4	$86.1K	Buy	+1,082	New	+$82.7K	0.07%	158

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 Wealth Advisors's META Position: Q2 2026 in Review

Genesis Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 950 shares worth $535K. The position accounts for 0.32% of the portfolio, ranked #33.

Genesis Wealth Advisors first reported a position in META in Q4 2014 and has held it in 10 quarters since. The position peaked at $701K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Genesis Wealth Advisors held 950 shares of Meta Platforms (Facebook) worth $535K as of Q2 2026.
Genesis Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.32% of Genesis Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Genesis Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's Meta Platforms (Facebook) position peaked at $701K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.