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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Genesis Wealth Advisors's META Position: Q1 2026 in Review

Genesis Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 950 shares worth $544K. The position accounts for 0.36% of the portfolio, ranked #30.

Genesis Wealth Advisors first reported a position in META in Q4 2014 and has held it in 9 quarters since. The position peaked at $701K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Genesis Wealth Advisors held 950 shares of Meta Platforms (Facebook) worth $544K as of Q1 2026.
Genesis Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 0.36% of Genesis Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Genesis Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's Meta Platforms (Facebook) position peaked at $701K in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.